Posts Tagged ‘Retirement Income’
Four Coronavirus Principles I Learned from Billionaire Ray Dalio’s TED Connects Talk
Four Coronavirus Principles I Learned from Billionaire Ray Dalio’s TED Connects Talk “In our seeking for economic and political progress, we all go up – or else we all go down.”- Franklin D. Roosevelt TED Connects is a live, daily conversation series featuring experts whose ideas can help us reflect and work through…Read More
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 More
Three 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 More
October 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 More
Stock 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 More
Could 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 More
Are 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 More
Happy 20th Birthday to the Gift that is still Giving!
“The best things in life are tax free.” Joseph Bonkowski Do you remember much about the year 1998? 20 Years ago Bill Clinton was our President, the news cycle filled airtime talking about the Unabomber and Boyz II Men was topping the Billboard charts. But 1998 also ushered in the new tax changes from the…Read More
Retirement Emergency & How to Fix It
Retirement Emergency and How to Fix It “Eighty-three percent of African Americans over the age of 50 lack the retirement assets they need to last the remainder of their lifetimes.” Center for Global Policy Solutions, August 2015 “You can be young without money, but you can’t…Read More