Posts Tagged ‘fee-only’
Long-Term Care: The Elephant in the Room of Retirement Planning
Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!
Read MoreIt’s Not About Returns!
Investing is NOT about the returns you get. Read on to find out more.
Read MoreWhen Will the Game Stop?
Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!
Read MoreKnow your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreQuarterly Market Review – Fourth Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)
Read MoreRolling Your Own Pension – Why You Need to Take Control of Your 401(k)
Pensions are long gone for most of us—but you can roll your own.
Read More“Where Did That Mutual Fund Go?”
Active management has yet another dirty little secret. Read on to find out what it is.
Read MoreGifting – Is the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreA Fool’s Game – Market Timing
I continually bang the drum of NOT attempting to time the market. Here’s why.
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
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