Many things might influence your spending choices. Social media can pressure you to spend more than necessary, and pressure you to spend more than you may want. Read below for more information, or click on the image for a larger view.
Posts Categorized: Financial Goals
Could 2019 Be A Good Year to Convert Your IRA?
The IRA conversion issue isn’t a one-time decision. Whether or not a conversion is a good deal for you depends on a number of variables, but a couple of the variables could favor a conversion in 2019. As always, this is something I’d be happy to discuss and analyze with you. Until we can meet,… Read more »
7 Ways To Know Whether To Remodel Your Home Or Sell It
With spring around the corner, it might be time for a change! Perhaps you’ve outgrown your home or are just looking for a refreshing change of scenery. Learn what choices may be the most beneficial and the least stressful for you when deciding if you should sell your home, all while keeping within a realistic… Read more »
It’s OK to Be Emotional About Your Portfolio
The textbooks may be wrong. Investors are not often rational creatures and won’t always be comfortable with the “perfect” investment plan. Perhaps some favor only domestic stocks even though having a globally-diversified portfolio can be more economically advantageous. New research explores how some investment decisions ruled by our “wants” rather than what’s considered good for… Read more »
The Perils of Trying to Avoid the Worst Days in the Stock Market
Even if you somehow missed some of the worst days in the stock market, you would inevitably also miss the best days. Both are completely unpredictable — though they often occur close to each other. This is why the wisest plan is to stick to your long-term goals and not worry about when to be… Read more »
When to Take Social Security
Social Security puts every investor in a unique situation. There are some very compelling reasons to delay taking Social Security until age 65. Click the image to read the article, and feel free to contact me about your investment strategy.
The Power of Compounding
Compounding can be paramount to a successful investment plan. When you put off investing to a later date, you risk having to invest much more money to counteract the effects of not investing sooner. This chart shows how time in the market can make the difference between hitting your important retirement goals and falling short. This… Read more »
Why Time in the Market Matters
This helpful chart shows why it may be important to think long term about your portfolio goals — no matter what the markets do in a 12 month period.
Turning a New Year’s Resolution Into Action
While most of us find it easy to write down our resolutions, it’s a lot harder to keep them. This article illustrates surprising and shrewd ways to stay on your newfound track.
Financial Resolutions for 2018
Financial Resolutions for the New Year Meeting your financial goals can be easier if you are specific, so check out this article that suggests taking a sharp look at your expenses and income opportunities in order to turn those goals into reality in 2018.