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protect yourself from identity theft

How to protect yourself from identity theft

  Quick Note:  For those of you with “Retirement Planning” on your New Year’s Resolution list, I extended the $60 discount on The Ideal Retirement Design Guide through January 31st. I have a retired client—let’s call him Mark—who was going on a trip and he asked his neighbor to water his plants and keep an […]

keep your retirement plans on track

How to keep your retirement plans on track despite the volatility

On Monday morning my friend texted me: “Holy cow!  Don’t jump!”  He was referring, of course, to the 1000+ point drop in the Dow.  Thankfully, after more than 20 years in this business, I’ve gotten used to wild swings, so I wasn’t on the ledge (although in 2008 I was glad I work in a […]

protect your nest egg

3 ways to protect your nest egg and prepare for the coming volatility

Last week we got a taste of something that we haven’t experienced in awhile: Volatility. A wave of anxiety swept through the markets, pushing the Dow into negative territory for the year and handing the S&P 500 its worst week in two years. What is causing the selling? There are plenty of headlines to choose […]

Two things on a crash course for your retirement.

As we go through life, there seems to be a natural progression.  When we’re young, we tend to be hungry and passionate.  We have a fire in our belly.  We’re willing to take risks and blaze new trails. We accept things like moving, changing jobs and making new friends as a common part of life.  […]

Contentment demands little

I recently had a friend who quit his job after working there for almost 20 years.  When I asked him why he said, “I had just gotten too comfortable.” Too comfortable?!  Is there such a thing?  After all, isn’t that what we’re all striving for?  What’s wrong with being too comfortable?  As I thought about […]