Watch out; you may just get what you wished for when you retire. Saving and investing for retirement can be complicated enough. What is your plan to withdraw your money? Many people focus so much on squirreling away money, but have little concept of the endgame distribution of their funds. This week marked the 73rd anniversary of…
June 2017
Advising from the Heart
Matters of the Heart
The Financial Pain Equation
Acknowledge, allow and accept. This advice will help you to endure the inevitable pain caused by the next bear market. Experts in the centuries-old practice of meditation have a formula for suffering. S = P x R. The amount of suffering you experience is equal to the actual Pain (P) times the mind’s Resistance (R) to…
It’s Monday Again….When Is My Retirement?
Here are our weekly top ten links for issues concerning 403(b)s, 401(k)s, retirement savings tips, pensions, and various annuity products. Enjoy! Annuities can make sense, but not for everyone – Rick Bloom Big bump needed in Georgia’s contribution to secure teacher pensions – The Atlanta Journal Constitution Debate in Michigan: Teacher pensions or 401(k)? – Detroit Free Press How…
Sexism, Lies and Videotape
Dina here … It’s hard to believe, but in a former life I got sucked into the world of high-end party planning for the Chairman’s Club. In reality, this was a group of men skilled at selling the hell out of product. Read on for the sad and ridiculous details…
Chasing People to Push Product is so 2,000 + Late
Selling should not be defined as persuading. Talking people into buying things that they do not need adds no value. Selling should be construed as determining a fit between the buyer’s need and the seller’s supply; the key word being need. Once a good match is determined, then the job is to facilitate the next step. Here…