Retirement Ahead Sign
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5 Steps to Help You Reach Your Retirement Goal

There’s no “silver bullet” for successful retirement planning. Reaching your retirement goal depends on many things. You can’t control how the stock and bond markets will behave between now and your retirement date. But you can position yourself for a …
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Dictionary Series - Politics: independence
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5 Steps to Give Yourself Financial Independence

What does it mean to be “financially independent”? The answer is personal: it depends on your dream lifestyle. One persons discretionary indulgence is anothers “must-have.” In fact, some people describe Financial Independence in three stages: Meeting Your Basic Needs (bare-bones …
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They're enjoying the free time retirement brings
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How To Have $100,000 Per Year In Retirement

Good news: We’re living longer. Progress in medicine and science is wonderful, but it means that we need to be more serious about retirement planning. Even if we retire at the “traditional” age of 65 or 67, many of us …
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Investment Returns Concept
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How Diversification Could Mean More Money For Your Retirement

These are happy days for stock market investors. The S&P 500 and the Dow Jones Industrial Average continue to set all-time highs. Volatility is staying low by historical standards. From 2009 to 2013 the average annual return on the S&P …
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dad investing advice
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Investing Advice My Dad Should Have Told Me

A graduation cap is sailing into the air. Maybe you’re watching your children, siblings, or nieces and nephews graduate. Maybe you’re finishing graduate school yourself. Regardless: You wonder what comes next – either for you, or for them. This year’s crop …
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invest tax refund
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How to Invest Your Tax Refund

Congratulations – you’ve just received a large check from Uncle Sam. You’ve decided that rather than spending your tax refund on new clothes or a vacation, you’d like to invest this money, instead. You’re not considering using your tax refund …
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sell in may go away
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Sell In May? Please Go Away!

Starting from childhood, most people have a real, enduring fondness for simple rhymes. They stick in our heads for years and years — who among us couldn’t sing just about any nursery rhyme we learned in kindergarten? Unfortunately, our love …
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portfolio rebalancing
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The Dangers of Loading Up On Company Stock

“If only I’d put all my money in Apple before they came out with the iPod.” Have you ever caught yourself dreaming about hitting the jackpot with a stock you buy at a bargain basement price, only to see it …
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assess your investment returns
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How to Assess Your Investment Returns

Imagine the following situation: Jake’s retirement portfolio grew 30 percent during the year 2013. Sally’s retirement portfolio only grew by 8 percent in that same year. Does this mean Jake is a better investor than Sally? Not necessarily. But why …
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