Tag Archives: retirement

08Feb/18
bucket approach

Try the Bucket Approach

Try the Bucket Approach. Constructing a portfolio this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market.Read More…

09Aug/17

The Unexpected Costs of Caring for an Aging Parent — my LifeSite

According to data collected by the National Alliance for Caregiving, there are over 66 million family caregivers in the United States. That translates to nearly 40 percent of the U.S. adult population…aRead More…

03Aug/17

Strong Earnings Push Markets Higher

Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead. via Weekly Video – Strong Earnings Push Markets Higher — FirstRead More…

28Feb/17
robo-advisors vs human advisors

Robo-Advisors vs. Human Advisors

If an investor chooses a non-human financial advisor, what price could they end up paying?  Investors have a choice today that they did not have a decade ago. They can seek investing andRead More…

17Jan/17
Education Debt

Could Education Debt Shrink Your Social Security Income?

$1.1 billion has been garnished from retirement benefits to pay back old student loans. Do you have a federal student loan that needs to be repaid? You may be surprised at what theRead More…

29Sep/16
pay off your home before you retire

Should You Pay Off Your Home Before You Retire?

Before you make any extra mortgage payments, consider some factors. Pay off your home? Should you own your home free and clear before you retire? At first glance, the answer would seemRead More…