Blog
Making Smart Decisions: When to Take Social Security and the Risks of Starting Early
When to begin receiving Social Security payments is one of the most important financial decisions people must make as they get closer to retirement.
Read MoreYour Roadmap to Financial Success: The Value of a Written Financial Plan
A responsible person shouldn't manage their financial life without a well-structured plan, just as a prepared tourist wouldn't set out on a cross-country road trip without a clear itinerary and destinations in mind.
Read MoreCompounding Power of Investing: Why Starting Now Is Important
Understanding the power of compounding investments and getting started early may make a huge difference in your ability to reach your financial goals, whether you are just starting out on your financial path or have already made progress.
Read MoreThe Perils of Early Retirement and Retiring Too Early: Protecting Your Quality of Life
Many people have the idea that retirement will be a period of relaxation, fulfillment, and well-earned rest. However, your financial security may be jeopardized if you decide to leave your work or retire too soon.
Read MoreThe Value of Making the Most of Your Company's Retirement Plan Match
The employer match, which is a payment your company provides to your retirement account based on your own contributions. Missing out on this match could cost you a big opportunity to increase your retirement savings.
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Why Chasing Investment Returns Is a Harmful Investor Behavior
The temptation of big returns can be seductive in the world of investment. In this article, we examine the reasons why chasing investing returns is viewed negatively by investors and the dangers it may pose.
Read MoreThe Importance of Rebalancing Your Investment Portfolio
Your investment portfolio may experience unanticipated risks and worse than ideal outcomes if it is not regularly rebalanced. In this article, we examine how failing to rebalance your portfolio can harm your ability to succeed financially.
Read MoreManaging Retirement Withdrawals: Juggling Risks and Financial Needs
In this article, we look at methods for calculating retirement withdrawals and the risk factors for running out of money in retirement.
Read MoreThe Importance of Avoiding Extremes in Investment Strategy: The Balance of Risk
The delicate art of investing necessitates a calculated approach to risk and reward. A too-strong tilt in either direction might have unfavorable effects on an investment strategy.
Read MoreThe Importance of Tax Diversification and the Effects of Tax Planning on Investors
Investor profits can be eroded and financial goals can be derailed as a result of poor tax preparation, which has a significant negative effect.
Read MoreSeptember 2022 Newsletter
How have things changed since June? – I discussed what I felt are the 3 main catalysts for the market going up or down. What are current market conditions and what should I expect? What should we be doing and what SHOULDN’T we be doing?
Read MoreJune 2022 News Letter
As of today, June 16th, the S&P 500 Index is down 23.55% from its January 3rd peak, the NASDAQ is down a stunning 33.70% from its November 19th peak. 431 of the S&P 500 Stocks are down year-to-date. The Russell 2000 Index, small cap...
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