Retirement

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

I DO A LOT OF RETIREMENT PLANS AND PROJECTIONS.  I do them for couples, singles, people close to retirement, others in retirement, and for many who are several decades away. SOME PEOPLE ARE IN [...]

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 [...]