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Month: June 2012

Withdrawing Enough But Not Too Much

Watch this video on YouTube One of the biggest adjustments for many people when they retire is making the switch from saving to spending. For years and years, they’ve been putting money away for the future. It’s hard to accept that it’s time to start...

Congratulations on 60 Years!

It’s fairly rare one celebrates a Diamond Anniversary. This year I know of two, the Queen of England and my parents! The Queen assumed the throne of England in same year my parents were married in Columbia, Missouri. Just months afterward my father was sent to...

Financial Advice for Beginning Adults

Watch this video on YouTube June is traditionally filled with graduations and weddings, rituals that mark two of our most important life transitions. Whether you are a graduate walking across the stage or a newlywed walking down the aisle, you’re focusing on...

Figure In Fees When Building Your Retirement Nest Egg

Watch this video on YouTube Want to add $500,000 or more to your retirement nest egg? Pay attention to the fees that mutual funds charge you for investing your money. Few small investors understand that the same mutual fund can charge a wide range of fees, depending...