Single Again Insights

January 31, 2012

January 27, 2012

  • Quick Way to Achieve your Goals

    As we move toward the end of January, there’s lots of attention on making resolutions happen (financial, personal, etc). (…)

January 25, 2012

January 7, 2012

January 6, 2012

January 5, 2012

  • Avoid the “hurry-up offense” retirement

    In a recent article in USA Today (HERE) they talked about common nightmares people have – the one where you’re back in high school and haven’t studied for an exam. (…)

December 26, 2011

  • Baby Steps is what Dave Ramsey calls for

    Dave Ramsey is an author and radio personality who talks about beating debt and building wealth.  This year over the holidays I reviewed his book and his website. (…)

December 22, 2011

December 3, 2011

  • Secrets to Financial Security

    Another end of year article, adapted from an old Kiplinger piece (Kiplinger.com) to help you find the secrets to financial success. (…)

December 1, 2011

October 29, 2011

  • Top Concerns of Investors

    Research tells us that there are six major concerns that investors are looking to solve:

    Preserving wealth. (…)

October 18, 2011

  • Don’t Leave Money on the Table

    FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)

October 17, 2011

  • Investors Choose RIAs because of Fiduciary Duty

    In a recent survey TD Ameritrade (HERE), Trust and Customer service are the most important reasons why clients opt to work with registered investment advisors (RIAs)

    The quarterly query found that 29% of clients using RIAs said their fiduciary responsibility to work in the best interest of clients was the No. (…)

September 22, 2011

August 17, 2011

  • The Post Every Woman Should Read on Financial Planning

    In our experience, couples may come in together, but each has a different focus – quite often it’s the women who lead the discussion about planning for the guardianship of children, and the men who lead the discussion about financial planning. (…)

April 7, 2011

  • Critical Investment Lessons from Japan

    At the end of each quarter, I send clients a letter summarizing events of the past three months. For this quarter’s letter, I wanted to highlight two important lessons for investors. (…)

April 5, 2011

March 26, 2011

  • Inheritance Economics

    Key points

    Learn how to make the most of an inheritance
    Depending on the size of the inheritance, you might need to create or revamp your financial plan. (…)

March 24, 2011

  • Will I Ever Retire??

    How did your portfolio do in 2010? And more importantly, what progress did you make toward your long-term financial goals? (…)

March 18, 2011

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