Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by chance. … Continue reading
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Financial Decisions & the Aging Brain: What to Do Before You Lose Your Marbles
Cognitive impairment throughout retirement and into old age is not a misfortune that strikes some but leaves others unscathed. Increasing evidence shows cognitive decline is natural, inevitable, and not slowed by education or solving crossword puzzles. Like the rest … Continue reading
Florida Snowbirds: Key Financial Planning Considerations That Are Often Missed
This time of year thoughts of escaping the cold for the warm Florida sunshine may be going through your mind. Coupled with the idea of no state income taxes, you begin to consider whether it makes sense from … Continue reading
Mutual Fund Expense Reductions
Dimensional Fund Advisors, an institutional investment manager with more than $445 billion under management as of 9/30/16, has announced a reduction in expense caps and investment management fees for several funds in 2017. The majority of these funds are long-term … Continue reading
Be Wary of Investment Market Predictions in 2017
As we begin a new year, investors are likely to be bombarded with predictions about what the year may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to … Continue reading