Why take on debt to help your kids with college? An unsettling trend is emerging among pre-retirees and retirees. Parents are picking up a greater share of college education costs, and in doing so, they may risk damaging their retirement prospects. […]
Category: Newsletters
Lifestyle Newsletter – July 2018
Does organic mean better? Reframing money decisions may make them easier. Intriguing interval training. Recipe of the month – Greek tzatziki chicken kebabs. […]
Retirement Newsletter – June 2018
When it comes to retirement savings, how much is enough? While it is hard for any pre-retiree to determine an exact answer to that question, it seems some are just stumped. Before retirement approaches, a conversation with a retirement planner should happen, to help a pre-retiree identify incomes needs, potential income sources, and threats to […]
Retirement Newsletter – May 2018
Would you pay more for a better employee retirement plan? If that trade-off sounds worthwhile, rest assured you are not the only one who feels that way. […]
Lifestyle Newsletter – May 2018
So long, suits & ties – the casual dressed workplace seems like the new normal. Does money really bring you happiness? – one study says yes… up to a point. Plenty of hype, but little substance – hyperloop travel is a dream that seems far from reality. Recipe of the month – smoked salmon deviled […]
Retirement Newsletter – April 2018
What that first year of retirement may teach you – when any plan is followed through, there are lessons to be learned and refinements to be made. That certainly holds true for retirement plans. […]
Lifestyle Newsletter – April 2018
Into the escape room – why people of all ages are choosing to “escape” for a fun night out. The perils of penny stocks – clickbait claims for these securities should be taken with a few grains of salt. Are health trackers truly accurate – there devices have improved, but are far from foolproof. Recipe […]
Retirement Newsletter – March 2018
What Will $50,000 Be Worth in 25 Years? If you are on the verge of retiring, this question is well worth asking. You cannot know what the exact answer will be; you can, however, anticipate that it will be worth less. […]
Lifestyle Newsletter – March 2018
The case for clean eating – will it help us live better and longer? Or are its virtues overblown? 50%, 15%, 5% – Some households manage their finances according to those percentages. Leaner may mean smarter – recent studies find that slimming down may be good for your brain. Recipe of the month – breakfast […]
Retirement Newsletter – February 2018
After 55, double-check your preparations for retirement. When you enter your mid-fifties, your retirement plan enters its countdown phase. This is the time to examine key aspects of your retirement strategy. […]