A Recession Knocking On The Door

If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door.  How could that affect your accounts? And, what can we do?  That’s our topic for  this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]

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How Would A Roth IRA Impact Your Retirement?

We all know Roth IRA’s allow for tax free growth.  But how will a Roth IRA impact your retirement?  We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]

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What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions.  Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel.  Just click the button to the right, and be sure […]

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Mistakes to Avoid in Your 401k – Ep 09

Last week, we offered some tips to help you better manage your 401k. You can watch it here. This week we will share some common mistakes we see people make in their 401k plan. And, we will provide some suggestions on how to avoid them. Video: Mistakes to Avoid in Your 401k https://youtu.be/2q6qvsADNXQ Did You […]

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Tips to Help You Manage Your 401k – Ep 08

Does managing your own 401(k), 403(b) or Deferred Comp plan intimidate you? The decisions you make have a huge impact on your long term results. Today is the first part of a two part series. We’ll offer some basic tips for your 401k. Video: Tips for Your 401k https://youtu.be/_jqH7FdrbGc Watch Part 2       […]

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529 Plans and Financial Aid – Ep 06

A new grandchild often inspires us to do something to help with future education costs.  And Most  people automatically think about a 529 plan.  That’s understandable. There aren’t many types of accounts which allow for TAX FREE growth. But before you open that new account, you should be aware of a couple of “traps.”  We’ll […]

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What If Things Don’t Go According to Plan? Ep 04

What if life doesn’t go according to plan?  We take the time to plan for our retirement. But often times, life doesn’t happen as we draw it up on paper.  We may find our nest egg isn’t as big as we need it to be. Or, we may be forced to retire earlier than we […]

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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 costs more.  We’ll talk about that in this week’s episode of Monday […]

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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 any guidance about what we should […]

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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 performance is ranked best to worst.  More […]

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