Future

HOW WOULD YOU RESPOND IF YOUR INVESTMENTS LOST 48%?  WOULD YOU PANIC? In part 1 we discussed how you might be impacted if the markets experienced a large sell-off.  In addition to seeing the [...]

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 [...]

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 [...]

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. [...]

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 [...]

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, [...]

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 [...]

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 [...]

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 [...]

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 [...]