Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
Mini-Series Part 5 of 10: Chasing Returns
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to
Mini-Series Part 4 of 10: Not Seeking Competent Advice
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
Mini-Series Part 3 of 10: Misuse of Credit
I owe! I owe! It’s off to work I go… All the planners here in the office can share so many stories about how the
Mini Series Part 2 of 10: Adapting to Life’s Changes
“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car
Mini-Series Part 1 of 10: Procrastination
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving
Fall Newsletter 2022
Your Questions: Answered. Is social security going to run out by the time I need it? How am I supposed to enjoy my retirement with the
Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
How to Handle a Down Market in Retirement
“What happens when I retire, and the market dives like it’s doing now?” I’ve received this question a bunch this year, and rightfully so. Any
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times