Do You Own this Ticking Time Bomb in Your Retirement Account?

What if I told you the position in your retirement portfolio you thought was safe was anything but? Most of us understand that stocks can lurch violently over the short term. Investors who have not been in a coma for the past two decades understand this is a market feature, not a bug. While stocks…

21st Century Financial Advice

Opioid addiction has become a part of financial planning whether we like it or not. This scourge has the ability to demolish even the most meticulously crafted financial plan. While the 21st century is filled with wonderful opportunities, there is a dark underside. Highly addictive drugs called opioids have become far too common in our…

It’s Monday Again…..When Is My Retirement?

Good Morning! Here are this weeks retirement links. Have a great week. Today’s Retirees Are Better Off Than Previously Thought – InvestmentNews What If Retirement Makes You Miserable? – MarketWatch Why Women Gain More Than Men By Working Longer – Wall Street Journal Non-ERISA 403(b) Plans Must Walk A fine Line To Avoid Losing The…

You Don’t Have to Pick a Side

Divide and conquer is the new black. Unlike avocados, our country has no shortage of partisan chasms. Talking past each other without listening; dehumanizing our opponents; and subscribing to tribalism make up the smorgasbord of our primal passions. We are all guilty of this behavior; though some have guzzled more of the Kool-Aid than others. The…

Ain’t No Rest For The Wicked

Financial firms should have their own theme songs; not the pabulum spewed by corporate consultants, complete with obligatory and hokey multi-cultural pictures. They should keep it real and honestly choose lyrics that truly represent their corporate culture. Here is the perfect chorus for Wells Fargo: “Oh there ain’t no rest for the wicked Money doesn’t…