I want you to think about how age can change your pre-conceived notions about retirement. The focus of this post is suggest a couple of ways to minimize the stress associated with money and retirement. Some of you have heard me talk many times about the three stages of life. The first is when we …
Category: Retirement Planning
Ideas to help preserve and grow your money
The Case for Alternative Investments – Part VIII
Over these past few weeks, I’ve been slowly making my case for you to invest some of your money in alternative investments. You’ve had to read and read and read and maybe you’re on track to better understand my thinking. Here is a visual presentation I found recently that re-inforces what I’ve been saying. It …
Continue reading The Case for Alternative Investments – Part VIII
The Case for Alternative Investments – Part VII
In the first six parts of this series, I’ve given you some simple definitions that apply when the conversation turns to “alternative investments”. I’ve also given you some examples that you might employ as you become more comfortable with this approach. I’m now going to summarize my position. Basically, the market downturn on 2008 scared …
Continue reading The Case for Alternative Investments – Part VII
AARP Social Security Benefits Calculator
This calculator can help estimate your Social Security benefits and show you when is the best time to claim Social Security. CLICK HERE...
The Case for Alternative Investments – Part VI
When I started this series, I began with some definitions to help the reader understand some of the jargon inherent to the discussion. One word I forgot to define is “correlation”. In financial terms, it refers to the extent to which the value of different asset classes (bonds, stocks, gold, etc.) move in relation to …
Continue reading The Case for Alternative Investments – Part VI
Who will suffer if there’s no debt-ceiling deal?
Here's who would feel the pain most abruptly: Social Security recipients. The government is due to deliver $23 billion in Social Security payments on August 3, according to forecasting firm IHS Global Insight. If the government is forced to cut 40 percent of its spending, these Social Security checks may not arrive. The suddenness with …
Continue reading Who will suffer if there’s no debt-ceiling deal?
How and When to Buy Life Insurance
Most of us want to own a little life insurance. Some of us need to own a lot. We know that sooner or later will come a day of reckoning, and hopefully, there will be people to mourn us and carry on. None if this is easy to talk about. As someone licensed to sell …
Nine Global Ideas to Kick-start the US Economy
By now, you will have discovered that I have an interest in global politics and economics. That’s because increasingly, what happens across the world will significantly influence how much money I’ll have for the rest of my life. And you’ll have for the rest of your life too. As a Registered Financial Advisor, its in …
Continue reading Nine Global Ideas to Kick-start the US Economy
Ch. 3 – CollegeMoneyNow – Help With College Funding
Given all the media coverage of skyrocketing college costs, you would think that parents would have a good grasp of the cost of an undergraduate education for their children and how they are going to pay for it. I don’t think they do. For many families, financing the cost of college remains a mystery. The …
Continue reading Ch. 3 – CollegeMoneyNow – Help With College Funding
Captital Market Insights – July 11, 2011
Here’s your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments from the past week, as well as provide thoughtful commentary on how these events might… CONTINUE…
Helping Define Your Financial Future 