RetirementGuyApr 151 min10 Money Mistakes to Avoid in Your 20sYour 20s are filled with milestones and life-changing experiences. It’s a time when the things you learn start to become habits and when...
RetirementGuyApr 153 minProtecting Yourself from the Next Bernie Madoff Bernie Madoff, mastermind of the biggest investment fraud in history after he defrauded more than 40,000 people of over $65 billion, died...
RetirementGuyMar 191 minHow to Create a Retirement BudgetMANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
RetirementGuyMar 112 minBeware Scams at Tax TimeHere’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
RetirementGuyMar 42 minBeware Scams at Tax TimeHere’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
RetirementGuyFeb 253 minImproving Your Financial Health is Not Very Hard “Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
RetirementGuyFeb 183 minComposing Your Financial SymphonyAny classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...
RetirementGuyFeb 101 minRules of Engagement: How to NOT Fight with Your Fiancé About MoneyDear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...
RetirementGuyJan 281 minAmerica’s Best And Worst Banks 2021For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
RetirementGuyDec 17, 20201 minPrepare for a First Financial Advisor MeetingTHE FIRST MEETING WITH a financial advisor is pivotal. It will not only help set the stage for your professional relationship, but also...
RetirementGuyNov 5, 20201 min 7 Tips for Long-Term InvestingInvesting is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
RetirementGuyOct 29, 20201 minAvoid Identity Theft - ChecklistThis is a checklist I want to share with you which you can use to help reduce the chances that your identity is not stolen and used...
RetirementGuyOct 22, 20201 minBehavioral Finance Techniques Advisors Are Using in 2020Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
RetirementGuyAug 27, 20203 minEight suggestions on your way to establishing true financial wellness Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...
RetirementGuyAug 20, 20201 minHow to Get Preapproved for a MortgageWITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...
RetirementGuyJul 23, 20202 minTop 10 Places for Millennials to Buy a House COVID-19 is likely altering what locations are more desirable for all of us In most areas around the country, spring is usually the most...
RetirementGuyJun 18, 20203 minFinancial Planning is All About Your Future SelfHow do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...
RetirementGuyJun 11, 20201 minAn Investor's Manifesto: 20 Guiding principles for Investment SuccessKiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the...
RetirementGuyMay 29, 20202 minGet SMART: Tips for Effective Goal SettingRegardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...
RetirementGuyMay 7, 20204 minRisk: A Story of Two BrothersOne of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...