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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Replacing Income in Retirement — Ep 07

Replacing income in retirement creates a puzzle. Most of us will depend on two sources: Social Security and our savings. How much income you need from your savings depends on your Social Security. And, how much of your income Social Security replaces depends on how much you earn. We’ll discuss how this fits together on […]

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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. 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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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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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. https://youtu.be/YS4e78yQPbQ As luck would have it, predicting the future […]

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Scoreboard Watching: December 2018

Scoreboard

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 move today doesn’t mean what it […]

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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 Premiums IRA Contribution Limits Retirement Plan Contribution Limtis Health Savings Account Contribution Limits https://youtu.be/lw64_vsoAks Get […]

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