Are Your Kids a Risk To Your Retirement?

Are your kids a risk to your retirement? Many parents provide financial help to adult children. That assistance could impact your retirement.  A Preview:  We share some interesting statistics How it can impact when and how you retire. In extreme cases, how it can deplete your nest egg. Are Your Kids A Risk To Your […]

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Bonds With Negative Yields

There are over 17 trillion dollars of bonds with negative yields. Does this mean you are paying someone for the privilege of loaning them money? And why are people buying them? Monday Morning Money—Bonds With Negative Yields Each episode of Monday Morning Money is also broadcast on Local Radio, WMOA (1490 AM and 101.3 FM).  You […]

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A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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The New DNA Testing Scam

There is a new DNA testing scam targeting retirees. We’ll talk about how they are doing it and what you can do to protect yourself on this episode of What’s Happening Now. Listen Now: What’s Happening Now-The New DNA Testing Scam What’s On Your Mind? Do you have a question about what’s happening in the […]

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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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Will Your Retirement Savings Last 23 Years?

Will your retirement savings last 23 years?  That is the big question. How do we use our savings to generate income, and not see our balance go to zero before our blood pressure does. It’s a clear and simple way to define a basic level of financial success in retirement. Video: Will Your Retirement Savings […]

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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 in today’s video. Video: Monday Morning Money Ep. 02: Healthcare in Retirement https://youtu.be/PWUR24vM1pY […]

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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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