Podcast

Yearend Financial Check-up & Tax Moves

It’s that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it’s time to look back over this year and towards the next. Continue reading

Retirement Nest Egg: Having Enough & Making Sure It Lasts

The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Continue reading

Avoid Losing $17K Yearly From Bad Investment Decisions

Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly “Mind the Gap” study last month, showing investors have lost on average 1.7% yearly — that’s $17,000 on a $1,000,000 portfolio — over the last decade. Why so and how can we stop the madness?! Continue reading