Retirement

9 Personalities of the Affluent

CLICK HERE TO TAKE YOUR QUIZ What’s your “money personality”? If you are not sure, we have a little quiz you can take by clicking the link above. Once you complete your quiz, you’ll receive an email with your answers and money personality. Let’s dive into some psychobabble today. Did you know that there is…

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10 Ways To Make Your Money Work

There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already…

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Inflation: Expectations for 2018

It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe that’s about to change. A jobs report from early March revealed continued hiring and a moderate increase in wages. The stock markets welcomed the news, responding…

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4 Diversification Steps For Your Retirement Money

Most people are familiar with the concept of diversification as it applies to their assets — spreading money across stocks, bonds, cash, etc., so all your eggs aren’t in one basket. What many don’t know is that with retirement looming on the horizon, they need to consider several different levels of diversification to give their…

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Is Your Retirement Plan ROCK Solid?

When building just about anything, a strong foundation is key to making it last. This holds true when constructing a house, and when building a retirement portfolio — a financial house, if you will. But given the variety of financial vehicles available these days, how do you know what is right for your particular situation?…

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Financial Strategies in 2018

  One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of gains than to…

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