In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. By Doug Buchan Allan Rufus, in his book, “The …Read More.
Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. By Connie Brezik We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in …Read More.
You’ve landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs. By Kurt Wunderlich Congratulations! You landed a new job. Whether you’ll be stepping into a similar role just at another company or embarking …Read More.
Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. By Connie Brezik, CPA/PFS, CFP® Anyone considering retirement, or who has retired in the recent past, understands that there …Read More.
As any small business owner knows, there’s a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you’ll want to learn what you need to know before you open your doors. By Connie Brezik Small businesses are the backbone of this country. People with great talent and ideas form businesses they …Read More.
Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the …Read More.
In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus …Read More.
Expecting? Associate Wealth Advisor Kurt Wunderlich surveys some areas from across the financial spectrum that you may want to address before your family grows. Adding a family member is an exciting time. Decorating the nursery, picking out names, going to baby showers, and attending parenting classes all prepare you for your baby’s arrival home. But …Read More.