Nov 27, 2015 | Planning for Longevity, Retirement Plans, Risk and Rewards, Tax Planning and Deductions
We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction—Bill Gates “Underestimating certain key factors in financial planning can leave...
Nov 23, 2015 | Asset Allocation, Market Improvement, Planning for Longevity, Risk and Rewards
“You’ve likely heard it all before: Stocks always go up in the long run; buy and hold; ignore the day-to-day volatility; invest early to capitalize on the magic of compounding; don’t let fear cloud your financial judgment,” writes Anthony Mirhaydari in an...
Nov 20, 2015 | Boomer Retirement, Do You Know, Planning for Longevity
“A majority of employees are happy with the retirement plans their employers provide, but they are increasingly worried about factors that could negatively affect their years in retirement,” writes Rebecca Moore in an informative planadviser.com piece headlined...
Nov 18, 2015 | Do You Know, Retirement Plans, Tax Planning and Deductions
“Composed of those who are roughly ages 18 to early 30s, the millennial generation is generally curious, educated, technologically adept and socially conscious. With all its gifts, however, millennials are also living with the fallout from events like 9/11 and the...
