April 2015 - PlanVision

In Advisers, Agents, Asset Allocation, Expectations, Financial Planning, Forecasts, Future, Goals, Insurance, Investments, Motivation, Retirees, Retirement, Roth IRA

Posted April 22, 2015

Your Investments Will Lose 48% – Time to Panic (Part 1)

SO, YOUR INVESTMENTS ARE DOING WELL. The “markets” have been going up for several years – they are on a roll. We are in the midst of one of the best periods of investment [...]

By mark

In Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Motivation, Retirees, Retirement, Social Security

Posted April 17, 2015

How Much Should You Save In Your Retirement Plan at Work?

I get this question all the time! Many in the middle class or just getting starting saving for their future have difficulty in determining the right amount. Here are some considerations which [...]

By mark

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

Posted April 9, 2015

Would You Hire A 70 Year Old To Run Your Business?

A few months back I had the chance to meet the new Executive Director at one of my clients, a small trade association in St Paul MN. It was a brief encounter – maybe 30 to 40 seconds. [...]

By mark

In Advisers, Agents, College Savings, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Investments, Motivation, Retirees, Retirement, Sales

Posted April 6, 2015

What Is The Most Important Question You Will Ever Ask Your Adviser?

It may not be, when can I retire? Or where should I invest? Or how much insurance do I need? Or should we pay off our debt first before investing? Or any other question related to your [...]

By mark

In Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Health Care Costs, Inspiration, Motivation, Past, Retirees, Retirement, Risk, Social Security

Posted April 2, 2015

Statistics and Real People

If you pay attention to any media at all, it is hard to get through the day without hearing of a new survey or statistic about our collective health, eating habits, retirement preparations, [...]