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Investing With a Plan?


Saving is a great start, but planning to reach your financial goals is even better. Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that could make achieving those goals easier. Saving without investing…

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How Financial Professionals Are Paid

A look at an ongoing discussion that impacts retirement savers & investors.   Fee Historically, financial services professionals have been paid in the same way. Sales or trading commissions linked to investment transactions were the norm. Brokers sold products and made trades to earn a living. Retirement planning or wealth management strategies were not emphasized. Fee…

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Biases Inhibiting Retirement Savings Efforts


Biases may affect our attempts to build wealth.    Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100 bills. The driver shuts and locks the trailer, closing the door on roughly $10 billion. biases in retirement Now imagine that truck driving off to a landfill, where that $10 billion will…

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Greatest Retirement Fear?

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents…

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Smart Money Moves in Your 20s, 30s, 40s & 50s

What might you think of doing when…? If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain money moves. Some should be made out of caution, others out of opportunity.                                                                              …

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Retirement InSight December 2015

R E T I R E M E N T  I N  S I G H TPresented by Jeff Tilson MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES DECEMBER 2015     “Immature love says, ‘I love you because I need you.’ Mature love says, ‘I need you because I love you.’”      –…

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Your Annual Financial To-Do List

Things you can do before & for 2016. What financial, business or life priorities do you need to address for 2016? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can…

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Retirement Blindspots

Some life & financial factors that can be overlooked. We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate. So as we plan for the next…

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