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Advisers

Home » Advisers
 Market Panic and Retirees (part 2)
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By mark
In Advisers, Asset Allocation, Expats, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Personal Finance, Retirees, Retirement, Risk, Social Security
Posted May 20, 2021

Market Panic and Retirees (part 2)

The period of 2008 and 2009 was a scary time for many investors. If you don’t remember it well, many investors panicked in the period now referred to as the Great Recession. The markets and [...]

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 Market Panic and Retirees
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By mark
In Advisers, Asset Allocation, Expats, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Personal Finance, Retirees, Retirement, Risk, Social Security
Posted March 13, 2019

Market Panic and Retirees

The period of 2008 and 2009 was a scary time for many investors. If you don’t remember it well, many investors panicked in the period now referred to as the Great Recession. The markets and [...]

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 Things You Should Do Instead of Spending Time With a Financial Advisor
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By mark
In Advisers, Agents, Financial Planning, Investments, Personal Finance, Rip Offs, Sales
Posted February 28, 2019

Things You Should Do Instead of Spending Time With a Financial Advisor

Last Summer I received an email from a client that I always enjoy hearing from. He was on vacation relaxing and visiting family back home. In his email, he explained to me, “Somehow I got [...]

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 BACK OF THE ENVELOPE
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By mark
In Advisers, Asset Allocation, Budgets, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Health Care Costs, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Risk, Saving Money, Social Security
Posted June 15, 2017

BACK OF THE ENVELOPE

IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]

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 EVEN I GOT SUCKED INTO THIS ONE
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By mark
In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Motivation, Personal Finance, Retirees, Retirement, Rip Offs, Sales
Posted May 21, 2017

EVEN I GOT SUCKED INTO THIS ONE

I RECEIVED A FLYER IN THE MAIL TO PARTICIPATE IN A “RETIREMENT SURVEY.”  It was from a large local advisory firm here in the Twin Cities – Wealth Enhancement Group. FOR THE [...]

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 NO MORE MR NICE GUY
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By mark
In Advisers, Agents, Expectations, Fees, Financial Planning, Goals, Happiness, Inspiration, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Roth IRA, Sales, Saving Money
Posted March 30, 2017

NO MORE MR NICE GUY

DO YOU LIKE TO BE AROUND NICE PEOPLE?  Work with them?  Spend your social time with them?  Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]

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 FREE INVESTING
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By mark
In Advisers, Asset Allocation, Expectations, Fees, Future, Goals, Investments, Personal Finance, Rip Offs, Roth IRA, Sales, Saving Money
Posted March 17, 2017

FREE INVESTING

DO YOU KNOW THAT YOU CAN INVEST FOR FREE?  Well, almost!  There’s no catch!  You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks.  And the [...]

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 USED CAR SALESMAN, RADIO ADVISERS, AND HONESTY
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By mark
In Advisers, Agents, Fees, Financial Planning, Forecasts, Goals, Interviews, Investments, Personal Finance, Retirees, Retirement, Rip Offs, Risk, Sales
Posted February 19, 2017

USED CAR SALESMAN, RADIO ADVISERS, AND HONESTY

USED CAR SALES PEOPLE GET A BAD RAP. They’re an easy target. They are the ubiquitous reference for any shady, aggressive or over the top sales tactics. HOWEVER, THEY HAVE NOTHING ON THE [...]

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 Investing in the Unknowable!!
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By mark
In Advisers, Agents, Asset Allocation, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Inspiration, Investments, Personal Finance, Retirement, Risk, Sales, Saving Money
Posted July 24, 2016

Investing in the Unknowable!!

DO YOU WANT TO MAKE MONEY ON YOUR MONEY?  I do.  Most of us do.  This is why we invest.  It doesn’t make us greedy. If you don’t want to make money on your money, why invest? WHETHER [...]

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 Pre-Tax or Roth Contributions to Your Company’s Retirement Plan?
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By mark
In Advisers, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Personal Finance, Retirees, Retirement, Risk, Roth IRA, Saving Money
Posted July 7, 2016

Pre-Tax or Roth Contributions to Your Company’s Retirement Plan?

MOST COMPANY RETIREMENT PLANS GIVE YOU THE OPTION TO SAVE MONEY PRE-TAX OR AFTER-TAX.  Many people I talk to aren’t sure which one they should select. So what should you do?  Which one is [...]

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