Weekend Reading: Cover the Average Case, Look Out for the Extreme Case
You shouldn’t let the possibility of something happening dictate all of your financial decisions. Look at your own unique financial situation and leverage a comprehensive framework so you can ignore the news headlines and enjoy the here and now.
Weekend Reading: Four Historical Patterns in the Markets for Investors to Know
It’s important to note that past performance cannot predict the future. However, historical information can help you set reasonable market expectations.
Weekend Reading: This Number Predicts Your Quality of Life in Retirement
Your income and cholesterol level are important numbers that lend to living a long, happy retirement. However, another number that can impact your longevity is your zip code.
Weekend Reading: You Can Have What You REALLY Want
Ask yourself: What do you really want out of life? If you don’t know – Or you think you know, but you’re unsure, it’s time to gain clarity on your Purpose.
Weekend Reading: Would You Rather Outperform During Bull Markets or Bear Markets?
You could be the brightest stock-picker in the land, but outperforming the market would still be incredibly difficult.
Weekend Reading: Five Tax Planning Strategies to Use All Year to Lower Taxes
You have the ability to gain more tax control over your hard-earned dollars, despite the many complexities of today’s tax rules. All you need is a forward-focused tax roadmap to help you get there.
Weekend Reading: Confessions of an Indexed Annuity Purist
If you are focused more on outperforming in bear markets than bull markets, fixed indexed annuities might be the answer, especially given this interest rate environment.
Weekend Reading: Don't Forget to Plan for Long-Term Care
The confident, comfortable retirement you deserve includes having a plan for the unexpected.
Weekend Reading: Real Luxury Goods Don’t Have Brand Names
What is your definition of a “luxury good”? If you have the mindset of the “Millionaire Next Door”, it may not involve material things, but instead include unconventional financial luxuries you don’t see.
Weekend Reading: 9 Ways to Help Clients Reduce Taxes on Social Security
You’re well aware Uncle Sam wants his share of your retirement income, but some of the families we meet with are surprised to find that includes Social Security benefits.
Weekend Reading: The Seven Virtues of Great Investors
our greatest investment attributes don’t include having the highest IQ. Instead, they stem from your character and ability to maintain consistent behavior.
Weekend Reading: This is the Most Fun Way to Make Your Life Awesome
If you’ve ever found yourself wondering, “What am I good at?” Or, “What do I enjoy?”, you’re on the path to pinpointing your passion – and most importantly – your purpose.