Greetings! I hope and trust that this finds you well and enjoying life. When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into…
Continue Reading What to do With Your 401k Plan When You Change JobsCategory: Uncategorized
Creating an Investment Roadmap for Retirement
Greetings! I hope that this finds you well and enjoying life. Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals and objectives can help you develop…
Continue Reading Creating an Investment Roadmap for RetirementInvestment Planning Throughout Retirement
Greetings! I hope and trust that this finds you well and enjoying life. Investment planning during retirement is not the same as investing for retirement and in many ways is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you…
Continue Reading Investment Planning Throughout RetirementA Plan for Financial Management As You Age
Greetings! I trust that this will find you well and enjoying life. A recent study from Marketwatch.com revealed that 80 percent of spouses in the early stages of dementia were still managing the couples’ money. Unfortunately, this means the person who manages the family finances unknowingly may be making serious financial mistakes…
Continue Reading A Plan for Financial Management As You AgeBe Disciplined in Times of Uncertainty
Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they…
Continue Reading Be Disciplined in Times of UncertaintyNow That the Summer ‘Slow’ Season is Nearly Over, What’s on the Radar?
Greetings! I trust that this finds you well and enjoying life. With all of the activity in the economy at present I felt the following would be of interest and use. I resourced it from the investment advisory service we use at Armor to manage client money. I thought they…
Continue Reading Now That the Summer ‘Slow’ Season is Nearly Over, What’s on the Radar?What Should We Look for Heading into 2022?
Year-end predictions tend to be futile, and accuracy rates tend to be low (or results random). But keeping tabs on more important issues can be helpful. Several items remain in a status similar to 2020-21, while progress seems to have been made in others. Covid. Just as immunity rates from…
Continue Reading What Should We Look for Heading into 2022?With Various Crypto-Based ETF Products Rolling Out, Does This Change the Outlook for the Asset Class?
The rollout of several crypto-oriented ETFs has fanned the flames of this investment trend over the last few weeks. In accordance with what’s being allowed by the SEC at this time, the new ETFs invest in bitcoin futures contracts, as opposed to the actual currency. More on that distinction towards…
Continue Reading With Various Crypto-Based ETF Products Rolling Out, Does This Change the Outlook for the Asset Class?Are You Ready To Retire?
Greetings! I hope this finds you well and enjoying life. Are You Ready to Retire? The question is actually more complicated than it first appears because it demands consideration on two levels. First, there’s the emotional component. Are you ready to enter a new phase of life? Do you have…
Continue Reading Are You Ready To Retire?Working During Your Retirement Years
Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement…
Continue Reading Working During Your Retirement Years