Blog, Videos, and Podcasts

We hope to provide you relevant information which provides both perspective and information about topics like personal finance, retirement and investing.

Blog, Videos, and Podcasts

Monday Morning Money Ep. 03

Monday Morning Money Ep. 03

Are You On Track to Retire? People want to know if they are on track to retire.  And often times, they are looking for a quick and easy way to tell if they are doing enough, or if they need to do a bit more.  Fidelity created some general guidelines.  to help you quickl read...

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Monday Morning Money Ep. 02

Monday Morning Money Ep. 02

When thinking about how you spend money in retirement, do you consider what you might spend for healthcare?  You probably should.  Fidelity estimates a couple will spend over $280,000 on healthcare in retirement.  It is a staggering number.  We’ll talk about that read...

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Monday Morning Money Ep. 01

Monday Morning Money Ep. 01

We face a number of financial risks in retirement.  And, when most people hear the word “risk” they automatically think about a stock market crash.  And while those events are possible, one threat always impacts our nest egg.  Every year, everything you buy read...

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Emergency Fund Part 2

Emergency Fund Part 2

Why is it important to have an emergency fund? In our last video, we discussed how you can start or improve your savings habits to build an emergency fund.  Today we will talk about why it’s important.  An Emergency fund can protect  your most important assets, li read...

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Emergency Fund – Part 1:  How to Get Started

Emergency Fund – Part 1: How to Get Started

Did you hear about the Government Shutdown?  Some 800,000 government workers didn’t get paid for a little over a month.  Have you stopped to consider how you would pay your bills if you didn’t get paid for a month?  What about 3 months?  Do you have an emerg read...

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What Happens Next?

What Happens Next?

Last year was the first negative year (calendar year at least) in the US Stock market since 2008.  Are we in for a rebound or are we in for continued struggles? Most people are wondering what happens next.  We’ll look at some historical data to see if it offers an read...

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Updating the Asset Allocation Quilt for 2018

Updating the Asset Allocation Quilt for 2018

Some years stocks go up.  And every now and then stocks go down.  And  one of the best ways we have found to help visualize how various types of investments behave is by using the asset allocation quilt.  Each major asset class is assigned a color, and each year, the pe read...

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Checking Our Crystal Ball

Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch.   As luck would have it, pred read...

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Scoreboard Watching: December 2018

Scoreboard Watching: December 2018

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point mov read...

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5 Good Minutes: 2019 Updates

5 Good Minutes: 2019 Updates

2019 Updates: Cost of Living Adjustments, Increased Contribution Limits and More There are several important changes which can impact your retirement.  Today’s episode of 5 Good Minutes will focus on the 2019 updates to: Social Security Benefits Medicare Part B Pr read...

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Monday Morning Money Ep. 03

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Monday Morning Money Ep. 02

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Monday Morning Money Ep. 01

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Emergency Fund Part 2

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Emergency Fund – Part 1: How to Get Started

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What Happens Next?

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Updating the Asset Allocation Quilt for 2018

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Read More

Checking Our Crystal Ball

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Read More

Scoreboard Watching: December 2018

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Read More
Scoreboard

5 Good Minutes: 2019 Updates

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