Finance
Should You Take A Lump Sum Pension Distribution?
So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
Read MoreHow Families Can Calculate Retirement Income Wants Versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Read MoreWhat Your Grandma Taught You About Investing
In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.
Read MoreQuarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.
Read MoreWhy You Should Not Buy Stocks
No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.
Read MoreFalse Negatives and False Positives
Facing the facts is critical—with both COVID-19 and investing. Read on to learn how to protect your portfolio from false positives!
Read MorePhysics and the Stock Market
The media would have you believe that what goes up must come down. Are they right? Read on to find out more.
Read MoreBoundaries in Life and Finance
Today the Fearless Advisor discusses how to set boundaries in life & finance—along with root causes for why you may be living boundaryless!
Read MoreOldie But Goodie – Should You Pay Off Your Mortgage?
While interest rates have shifted since we first published this blog, the core principles remain unchanged. Read on to see if paying off your mortgage is a wise choice.
Read More