I’ll keep this post short: Market Volatility has recently been increasing. In layman’s terms, that means that your account value may be moving up AND down a lot more that you’ve seen over the past 5-years. Is this a sign that it’s time to panic? No. Do we need to change your retirement plan investments? […]
The Internal Revenue Service (IRS) can be downright nasty, mean, and somewhat unfair to normal law abiding tax payers who unintentionally miss or forget to withdraw a certain amount of money from their retirement accounts. I’m talking about a 50% penalty assessment (one of the highest in the Internal Revenue Code ‘IRC’) just because someone
How well do you really understand risk? As a financial planner helping clients to invest their life savings appropriately, I know a thing or two about risk. What I have found over the years is that people generally cannot measure, assess, and/or address risk in a manner that makes logical sense. I imagine that if
Dangerous Comfort Zone Read More »
Warning!!! The following statements may cause you to feel inadequately prepared for the rest of your life. Read on if you are the type of person to face your demons head-on. For those with rose tinted glasses, just smile and move on with your day. Some of you are in it. Some of you
Your Retirement Savings Headquarters Read More »
