Is it Time to Revisit Your Retirement Plan?

You’ve been doing all the right things to get ready for retirement: building up your nest egg, contributing to your 401(k), and sticking to a plan that you or your financial advisor set up years ago. And, you assume, your money’s been growing according to plan. But life changes. Does this retirement plan still work…

Continue Reading →

Your 401(k)…What you need to know to protect your retirement..

I recently read a Wall Street Journal (WSJ) article entitled, “The Champions of the 401(k) Lament the Revolution They Started” (Jan 2, 2017). In part, this WSJ article stated, “Many early backers of the 401(k) now say that have regrets about how their creation turned out…” The article goes onto say, “…Some say it wasn’t…

Continue Reading →

In Review: 4 Financial Questions to Ask at Year End

What will the next year mean for you? Perhaps you’re planning a dream vacation, or sending a child off to college. Maybe this is the year you will retire, or start your own business. Big plans can mean big changes for your overall financial strategy. Now is a perfect time to review your finances in…

Continue Reading →

Balance Your Finances!

I hear a lot about “life balance.” But what about your financial balance? Take a look at the image of two tanks. Think about where you have the majority of your money situated.  Is it at risk for loss?  Or is it in a financial vehicle where it is protected from loss? If you can prevent…

Continue Reading →

Step Outside the Box of Conventional Thinking

Time to take inspiration from the fitness expert, Jack Lalanne. At the time, doctors advised their patients to stay away from his health club, a business totally unheard of at the time. Patients were warned that, “LaLanne was an exercise ‘nut’ whose programs would make them muscle-bound and cause severe medical problems.” It’s amazing to look…

Continue Reading →