Tag: Retirement Planning


Jul

20

2016
Retirement Visualization

Retirement Visualization

The greatest golfers in the world visualize each and every time they hit the ball. They can see the shot before it’s hit. Jason Day, the world’s #1 golfer, actually closes his eyes for about 5 seconds to concentrate on the shot. If it works for golfers, then maybe it will work for you. I’m not talking about chasing a ball around all day; I’m...

Read More


Jun

22

2016
Investing is Simple… It’s Just Not Easy

Investing is Simple… It’s Just Not Easy

You really need to say this a few times to understand the point. Investing in of itself really is simple. Here is a look at how simple it is: 1) Start as early as you can (time value of money) 2) Invest as much as you can (you can’t really over save can you?) 3) Invest in as many different investments that you can find...

Read More


May

18

2016
Don’t forget about Inflation!

Don’t forget about Inflation!

  Inflation has been forgotten about the past few years. However, there are signs it may be creeping back into our lives. The annual consumer price index for March 2016 rose 2.2% following February’s 2.3% increase. I doubt we will see “runaway inflation” like we saw in the 70’s; however, it’s a good time to have these discussions now with your advisor.  Many believe inflation will...

Read More


May

10

2016
Happy portrait of senior couple, woman embracing her husband

The New Realities of Retirement

Approximately 4 million baby boomers will retire this year alone! Talk about a drain on pension and Social Security benefits…You don’t have to search very far to find information on the under-funding issues with both of these programs. There are many new realities to retirement. Here are just 3: *You will live longer than you imagine– One out of every four people age 65 will...

Read More


Apr

15

2016
So, You Got a Refund?

So, You Got a Refund?

The tax year has come and gone and you get your usual refund. What do you do with it? Or, better yet, is it good to even get a refund?  According to Bankrate.com, three out of four taxpayers received a refund of $3,000 in 2015!  Although you may look at this a “windfall” or forced savings plan, you are essentially giving your money to the...

Read More


Apr

06

2016
So you want to retire early? Follow these steps to success.

So you want to retire early? Follow these steps to success.

There are two main components to a successful retirement, “emotional” and “financial” preparedness. Having both at retirement is the ultimate goal. I see people who are ready to retire emotionally, they just don’t have the money. I’ve also seen the other side of that equation. To retire early it’s even more important to have both. Here are a few steps to follow: 1) Reduce or...

Read More



Page 1 of 712345...Last »