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Financial Planning

Home » Financial Planning
 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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By mark
In Asset Allocation, ETFS, Expats, Fees, Financial Planning, Forecasts, Goals, Index Funds, Interactive Brokers, Investing, Investments, iShares, Risk, Saving Money, Vanguard
Posted March 12, 2019

Rebalancing Your Portfolio

Most investors set a target asset allocation for their investment accounts.  Normally this is the amount invested in stocks and bonds.  (Even though other assets could be a part of the mix as [...]

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 Investing from Ground Zero
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By mark
In Asset Allocation, Budgets, ETFS, Expats, Fees, Financial Planning, Interactive Brokers, iShares, Personal Finance, Risk, Saving Money
Posted March 9, 2019

Investing from Ground Zero

Ready to start investing?  Excellent!  This is good. If you have done some research you may have an idea of what you want to invest in.  Your confidence in your plan may be strong or you might [...]

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 Extreme Investing for Expats
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By mark
In Asset Allocation, ETFS, Financial Planning, Index Funds, Interactive Brokers, Investments, iShares, Personal Finance
Posted March 7, 2019

Extreme Investing for Expats

I like my investments boring.  I am a militant, hands off long term buy and hold investor.  I don’t track my investments and don’t know how they‘re doing.  I like it this way! Many [...]

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 Don’t “Track” Your Investments!
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By mark
In Asset Allocation, Expats, Expectations, Fees, Financial Planning, Forecasts, Happiness, Investments, Past, Personal Finance, Retirement, Risk
Posted March 4, 2019

Don’t “Track” Your Investments!

Many of my clients ask me how they should track their investments. I also see similar questions on some blogs or Facebook groups as well. I even used to “track” my investments as [...]

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 Should You Wait to Claim Social Security Until 70?
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By mark
In Expectations, Financial Planning, Future, Goals, Happiness, Personal Finance, Retirees, Retirement, Social Security
Posted March 2, 2019

Should You Wait to Claim Social Security Until 70?

I’m about to turn 54. How did this happen? For those of you in your 60s, 70s, or 80s, you might be wondering where the time went as well. The good news is that I feel quite good—maybe not [...]

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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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0
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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