May 17, 2012
- Recent Market Correction
Investors are being inundated with negative news these days. (…)
May 9, 2012
- Myth of the US Decline
Here’s a great article and video (see it HERE) by Daniel Gross on how the US is better, stronger, and faster than anywhere else in the world. It reminds me of the Warren Buffett talks about how he’s “betting on America”. (…)
May 7, 2012
- Who Are the One Percent?
An interesting article in Barron’s (HERE) that goes through the research of the Harrison Group – 2012 Survey of Affluence and Wealth In America. (…)
April 27, 2012
- Business Owners aren’t prepared for retirement
Here’s a good article from USA Today on the difficulties faced by small-business owners (Full article HERE ). (…)
April 9, 2012
- Confidence In Your Retirement Requires Planning
Americans are losing confidence in their ability to afford a desirable retirement. (…)
April 1, 2012
- A Walk Every Day Can Keep Aging At Bay
May is my wife’s birthday & June is mine, as we get older it’s much easier to talk the talk about staying young than it is to walk the walk. Starting in our 20s and 30s, we commence a long, seemingly inevitable physical deterioration. (…)
March 25, 2012
- Investors exploited by Wall Street
Here’s an interesting article from CBSMoneywatch (HERE) on how Wall Street brokerage firms take advantage of some investors. (…)
March 9, 2012
- Market Moves Higher
Liz Ann Sonders of Schwab is one of the Wall Street guru’s that I like. (…)
March 1, 2012
- Joining the 2% Club
As a business owner, you know from firsthand knowledge that being an entrepreneur involves taking risks. (…)
February 17, 2012
- Married couples often disagree on Retirement Finances
You may plan to retire to Florida when you're 67, but there's a good chance your spouse has other ideas, according to a new survey that asked married couples about their retirement plans. An interesting article on CBS Marketwatch talks about how married couples often disagree on many other Retirement Finances as well. Here are some highlights from the survey / article (Click HERE for full article)
66% of couples don't agree on the age at which they'll retire, and
33% of couples disagree or don't know where they'll live once they retire,
47% of couples don't agree on whether they'll work in retirement
73% percent of the couples disagreed on whether they have completed a retirement-income plan
55% of the couples surveyed disagreed on what their top source of retirement income would beHoney, We Have a Financial Adviser
Only 58% of the couples said they work with a financial adviser
35% of the couples said they both meet with their investment professional, while
36% said the husband has primary contact with their finance expert,
12% said the wife had primary contact, and
17% disagree about who meets with that person. (…)
January 31, 2012
- Market Commentary Continues to Show Positives
Reading through the weekly commentary from Bob Doll, of BlackRock, he held an overall positive view on the economy, unemployment and the stock market. (…)
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
- Retirement Planning In Your Fifties : a Case Study
Howard and Chrissie Jones both turned age 50 this year, and they’re looking ahead—and they’re concerned they haven’t saved an adequate amount for retirement. (…)
January 7, 2012
- Stock Market Reflections on 2011 and 2012
It’s that time of year again when we all look back on 2011 and look ahead to 2012. We always say you can’t Predict, but you can Plan for the future. (…)
January 6, 2012
- Resolutions: Use these steps to set up a budget
One of the most popular New Year's resolutions is to put together a budget and stick to it. Yet many people don't accomplish even the first step. (…)
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
- Treat your personal finances like a business
Businesses function by controlling their expenses and try to turn a profit. This is a notion that can also be applied to your own finances. (…)
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
- 5 Ways to Simplify Your Financial Life
The end of the year is a good time to reassess your life – both personal & financial. (…)
