7 Principles of Long-Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors hamstring their potential for success by making fundamental errors in their investing strategy. Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, [...]

April 18th, 2017|

5 Things Retirees Should Know about Social Security Benefits

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.   For most Americans, Social Security will provide a significant portion of their income in retirement. According to Social Security Administration (SSA) statistics, Social Security benefits account for about [...]

April 13th, 2017|

Balancing College and Retirement

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. [...]

October 13th, 2016|

5 Estate Planning Questions to Ask About Real Estate

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable [...]

August 7th, 2016|

How much income do you actually need in retirement?

One of the most common questions that we get from clients nearing retirement is, “How much income am I going to need to be comfortable?” It’s an important question that gets right at the heart of the retirement puzzle. Although we wish we could give you a round number right here, that just isn’t possible. [...]

July 27th, 2016|

Ten Steps to 401(k) Success

The 401(k) plan is becoming the single largest source of retirement savings for a majority of American workers. According to the Society of Professional Administrators and Recordkeepers (SPARK), over 55 million people participate in 401(k) plans. If you participate in a 401(k) plan, the good news is that you have more control over your retirement [...]

July 27th, 2016|

How much do you need to retire?

Retirement Planning – Have you taken the steps to plan for retirement (and I don’t mean just contributing to your 401k)?  In other words, are you on-track to retire when you want?  And will you have enough money to make it through retirement?  You’d be surprised at how many people don’t really know the answers [...]

November 3rd, 2014|

How Much Do You Need to Retire?

Do you know how much you need to retire and maintain your current standard of living? A recent Forbes article featured a George Washington University professor who has studied savings behavior for two decades. She found that those who have used retirement calculators enter retirement with considerably more in savings. She also concluded that saving [...]

May 22nd, 2014|

The Truth About IRA Rollovers

If you’ve experienced a job loss, switched employers, or retired recently, chances are you’ve heard from more than one financial advisor about rolling over your 401k to an IRA.  You may have even been contacted by a representative of the 401k company asking if you want to rollover the account to an IRA within that [...]

August 17th, 2010|

5 Fundamental Financial Tips for 30-Somethings

At this point in life, many of us are working tirelessly to create a solid financial future for our families.  You can't build that future on a house of cards.  There are five fundamental building blocks that you must follow in order to get to the place you imagine you'll be in 10, 20, 30 [...]

June 28th, 2010|