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Blog

The Year You Retire Matters More Than You Realize!

The year you retire can make or break your retirement plan. Will you retire at a good time or a bad time? You cannot really know if you have bad timing until after the fact. If you retire at a bad time, right before a recession and crash in the stock market, you won’t...

How to Build a Common Sense Retirement Plan

Most retirement planning is done with complicated software. Unless the user is highly trained both on the software and with math and investments, mistakes frequently occur and go unnoticed. Making a mistake when building a software-based financial plan is extremely...

Tax Planning for Investors and Business Owners -Three Simple Steps

If you own a business or are an active investor, tax planning can help you eliminate surprise tax bills. Over the last 25 years I have met dozens of investors and business owners who tell me stories of large, unexpected tax bills. The story is always the same, the...
The Three Worst Retirement Planning Mistakes

The Three Worst Retirement Planning Mistakes

1.) SELLING YOUR PORTFOLIO AT THE BOTTOM OF A BEAR MARKET Over the last 25 years I have seen many, too many, retirement planning mistakes. One of the most serious retirement planning mistakes that you can make is to try to time the market and sell your portfolio at...

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