by admin | Jul 22, 2014 | Archives
In a previous post we discussed a couple in New Jersey who wanted to know if they are “Financially Secure”. In the same meeting, they asked “What is our level of confidence that we will reach our financial goals?” This is a very typical question. It’s a...
by admin | Jul 18, 2014 | Archives
If you have an investment advisor, you want to make maximum use of them as trusted members of your financial team. A fee based investment advisor is held to a fiduciary standard, meaning they must put your best interests first. This should mean that they can serve as...
by admin | Jul 11, 2014 | Archives
This was the question I was asked recently by a couple. They have wonderful income. They are great savers and have amassed a great deal of savings. And yet, they had the question: Are we financially secure for retirement? IT’s A STATE OF BEING For some individuals,...
by admin | Jul 7, 2014 | Archives
The deadline for the first phase of Obamacare, insurance exchanges for individuals, has passed. You may have chosen a health savings account (HSA), or you have been using one through your employer. In either event, they are becoming more popular and are worthwhile...
by admin | Jun 30, 2014 | Archives
I have met more than one individual that have wanted to take more than 10% out of their investments for retirement. They did not actually consider what percentage they needed, they were just thinking about the amount they wanted. If one is to have enough money to last...
