Retirement Field Guide

Retirement Action Plan

The Retirement Field Guide

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Faith in the Future

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Faith rarely gets mentioned when discussing how to successfully invest for retirement.  I’m not referring to faith in a religious sense, but faith that the markets will go up over time, albeit with temporary and sometimes drastic pullbacks. Ironically, as the market is still near record highs, pessimism, skepticism, and nervousness continue to be the prevailing sentiments. Virtually everyone I know has significant skepticism with regard to current market values.  And… Read More

My Investing Principles

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When choosing a financial advisor, it’s critical that you agree on a common set of beliefs to ensure that proper expectations are set.  Therefore, I felt it would be helpful to make my specific planning and investing principles readily available.  Below you’ll find my Investing Principles.  If you’re interested in my Financial Planning Principles, click here. Investing Principles: Your Financial Plan Determines Your Portfolio – We build financial plans with your… Read More