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Month: July 2018

Passive Investing, Like Buying Used Cars, Is Wise Strategy

Watch this video on YouTube Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and...

106 Things We Do For Clients, No. 87

No. 87 of 106 Things We Do For Clients Develop and monitor a strategy for debt reduction. Few things can destroy wealth-building faster than high interest rate debt used to acquire non-income producing assets, goods, and services. We can help you look at underlying...

More IRA Mistakes to Avoid

Watch this video on YouTube Last week I discussed two critical IRA mistakes, based on information I learned from Jeff Levine of Fully Vested Advice, Inc., at the 2018 spring conference of the National Association of Personal Financial Advisors. This week I will cover...

How To Talk Retirement With Your Spouse (Forbes)

If you’ve never talked about retirement with your spouse, you’re not alone. But it’s a crucial conversation if you want your retirement dreams to become reality. Andrea Coombes recently wrote the article “How to Talk Retirement With Your Spouse”, featuring...

106 Things We Do For Clients, No. 86

No. 86 of 106 Things We Do For Clients Identify your overspending. This isn’t the most popular benefit when it’s communicated to most people by their planner, but it’s absolutely one of the most important. There is no time in a person’s life where overspending is a...