Posts Tagged ‘Pre-Retirees’
Tiger Woods, The Masters and Your Retirement
“Never give in, never give in, never, never, never, never—in nothing, great or small, large or petty—never give in except to convictions of honor and good sense.”- Winston Churchill Tiger Woods, The Masters and your Retirement Golf enthusiasts or fans of Tiger Woods, which I am part of the latter, are excited that it…
Read MoreThree Strategies on How to Protect Your Retirement Nest Egg during this Market Downtown
“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham As I write this blog on Tuesday, December 4, 2018 at 3:10pm CST, the Dow Jones Industrial average ended the trading day down 799.36 points (-3.10%)[i], the S&P 500 Index ended the trading day down by 90.31…
Read MoreOctober Effect. Where Do We Go From Here?
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.”- Mark Twain What a week. What a month so far. October historically has been a notoriously bad month for the market and this October has not…
Read MoreStock Market Jitters Part II
The recent stock market drops are creating jitters for millions of investors. With concerns around rising interest rates, trade policies and higher inflation now is the time to analyze your investment risk. Risk can be defined as possibility of loss or injury. Regarding investing, risk can be defined as the chance an investment’s actual…
Read MoreStock Market Jitters? It’s Time to Analyze Your Risk
“If you take unacceptable risk, you have to be prepared to face the consequence.”- Carly Fiorina The recent stock market drops are creating jitters for millions of investors. With concerns around rising interest rates, trade policies and higher inflation now is the time to analyze your investment risk. Risk can be defined as possibility…
Read MoreCould Your Mutual Funds “COST” You Your Prosperous Retirement?
“What you don’t know, can hurt you” – John Bradshaw Three years ago, one of my clients called the office and asked if I would review a mutual fund account she opened before I became her advisor that she had concerns about. I inquired about her concerns with the mutual fund account, simply put;…
Read MoreAre You Making This IRA Mistake?
A man must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them- John C. Maxwell The day has finally come. For some of you, it has been thirty-plus years at one job, and you are ready to enjoy retirement. For someone else, it may…
Read MoreNike, Kaepernick & Retirement Planning
Nike, Kaepernick & Retirement Planning Do it Now. Sometimes “Later” becomes “Never”. – Anonymous On last week, just days before the start of the NFL’s 2018 season, Nike announced that Colin Kaepernick would be the face of the 30th anniversary “Just Do It” campaign. With Kaepernick still without a quarterback job and a collusion case against…
Read MoreTiger Woods, PGA Championship and Your Retirement
“Ahhhhh Retirement…….Golf Today, Golf Tomorrow, Golf Tomorrow” Anonymous Tiger Woods, PGA Championship and your Retirement Golf enthusiasts or fans of Tiger Woods, which I am part of the latter, are excited that it seems the Tiger Woods of 2008 is back. Why 2008? 2008 was the last year that Tiger Woods won a major…
Read More“Fake News” about Social Security Benefits and How to Respond
Fake News about Social Security and How to Respond “By 2034, the funds of the Old-Age and Survivors Insurance (OASI) in the Social Security Trust fund will be depleted.”[1] “Before Social Security existed, about half of America’s senior citizens lived in poverty” Bernie Sanders On June 6, 2018, I received numerous calls from…
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