Recent Posts from Admin


March 08, 2019 I’ve saved a bunch of money. Are exotic investments better?

Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …

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March 01, 2019 February 2019 Market Update

Why Some Investments Don’t Work Those of you who own a cell phone or car know that nothing lasts forever. The older we get, the more we may realize …

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February 22, 2019 Finding your Social Security ‘Sweet Spot’

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …

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February 15, 2019 4 Key Money Challenges for Women

If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …

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February 08, 2019 The BIG 3 of Long Term Care

You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue …

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February 01, 2019 4 Ways to Find Your Retirement Bliss

When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra …

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January 22, 2019 January 2019 Market Update

Market Cycles and Feedback Loops Do you ever feel like you’re too close to something? Sometimes, you can be so close to what’s happening, that you …

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January 18, 2019 4 Quick Money Saving Tax Tips

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax …

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January 11, 2019 2019 Investment Checkup

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of …

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