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Retirement

Home » Retirement
 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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 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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 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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 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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 Can Saving 2% More Make A Difference?
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By mark
In Budgets, Expectations, Financial Planning, Future, Goals, Happiness, Inspiration, Investments, Motivation, Personal Finance, Retirees, Retirement, Saving Money, Social Security
Posted February 6, 2017

Can Saving 2% More Make A Difference?

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 [...]

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 Investing in the Unknowable!!
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0
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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