March 2015 - PlanVision

In Advisers, Agents, Asset Allocation, Expectations, Fees, Forecasts, Future, Goals, Happiness, Health Care Costs, Investments, Motivation, Retirees, Retirement

Posted March 19, 2015

“You Will Let Me Know If I Need To Change My Investments, Right?”

Have you ever asked an adviser this question? Or thought an adviser is capable of watching the markets and doing this for you? This might be the most recurring question that I have heard from [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Investments, Past, Retirees, Retirement, Risk, Sales, Social Security

Posted March 17, 2015

How Saving Money on Social Security Could Cost You Big Time

The latest trick being used by many financial advisors and firms to get you to invest with them or buy their crappy products to provide value to their clients is to imply that they can help you [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Inspiration, Investments, Motivation, Retirees, Retirement, Risk, Sales

Posted March 12, 2015

Firing Your Friend

Do you do business with a friend? In what capacity? How is that working out? Has it complicated your personal and professional life? Do you regret the whole situation? For some people this [...]

By mark

In Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Inspiration, Motivation, Past, Retirees, Retirement

Posted March 7, 2015

The Road Ahead?

As you consider your future, you might have realized that retirement is not what it used to be. Or it may not be what you hoped it was going to be. Or what you thought you wanted it to be may [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Inspiration, Motivation, Retirees, Retirement

Posted March 6, 2015

You Need $3.2 Million to Retire!!

Believe it or not, this was the message that I heard from a financial advisor in 1996. He was presenting to employees at a non-profit in Minnetonka Minnesota. His firm is one of the largest and [...]