I Had A Name But Now I’m A Number…..When Is My Retirement?

Some of the most essential parts of your retirement plan are immeasurable. Just because they’re difficult to count doesn’t mean they’re not vital. Read this week’s terrific links and learn more. Social Security is a vital part of your retirement plan. Best Interest Long-Term Care is a complex but necessary conversation. InvestmentNews Your retirement plan…

Dollar Cost Average Into Your Health

Managing Risk is more than your portfolio percentage of stocks to bonds. No asset allocation negates the ravages of chronic disease, not to mention an early demise. Keeping yourself in shape must be a priority in any goals-based financial plan. Nothing comes in a close second. Even power brokers on Wall Street are taking this…

I’m Riding High On A Deep Depression…..When Is My Retirement?

Nothing in life is stable. A person, just like a retirement plan, is a process. Think differently about your money and read this week’s terrific links. Market timing and risk management are two completely different things. A Wealth of Common Sense Half of all Americans fail to use their allotted vacation days. Harvard Business Review…

This Time Is No Different

Paraphrasing Mark Twain, History may not repeat, but it does rhyme. Cycles of investing are often melodious with significant historical changes. This time is no different. The period from 800 to 200 B.C.E. was called The Axial Age. Axial refers to a pivot. During this period, humanity pivoted in the right direction. People became aware…

We Don’t Speak Bird

“Birds scream at the top of their lungs in horrified hellish rage every morning at daybreak to warn us all of the truth, but sadly we don’t speak bird.” – Kurt Cobain. Anything can happen at any time in life and the financial markets. The more extensive the number, the greater the range of…

Somehow I Stayed Thin While The Other Guys Got Fat…..When Is My Retirement?

Every action has consequences. Small financial decisions multiply over time, like an acorn turning into an Oak Tree. Start making better choices by reading this week’s terrific retirement links and watch your knowledge compound. Will you find a more affordable home during retirement? A Wealth of Common Sense Make sure you understand how to diversify…

Can Your Portfolio Survive A Near Death Experience?

Losing some battles to win the war sums up long-term investing. Avoiding being powerless to fight another day is crucial for sustainable wealth creation. The market seems to have an NDE (Near Death Experience) at least once every decade. Recoiling from the white light is mission-critical. About 10-20% of people experience clinical death experience, NDEs….