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Go for the Gold with a Solid Investment Plan

We've talked before about the pitfalls of do-it-yourself financial planning, but today I want to specifically address DIY investing, and the risks that come with it. There has been a lot of talk recently about investing in passive funds that track the market, called…

Keeping it Simple

I'm sure everyone has seen the movie "Forrest Gump," and remembers the simple but honest way the title character approached life. My personal favorite scene in the movie is when Forrest receives his letter informing him that he's gotten invested in "some kind of fruit…

Four Stages of Retirement Saving - risk management

Welcome to our final installment of the four phases of saving for retirement. While most of you reading this are still years (if not decades) away from retiring, it's still extremely important for younger savers to be aware of these strategies. To brush up on what we've…

Four Stages of Retirement Saving - ready, set, grow!

Welcome to part three of our series on the stages of saving for retirement. So far we've covered boosting your career and earning potential, and then actually starting to save. This brings us to stage three, which is protecting and growing your retirement savings. Sure,…

Four Stages of Retirement Saving - Stage Two

Last week we talked about the first early phase of saving for retirement, which is, very simply put, earning money and finding ways to increase your earning potential. You can't save if you don't have anything to save. Our team can help guide you to a point in your career…

Four Stages of Retirement Saving - Stage One Isn't What You Think!

Ask anybody who is just starting to save for retirement what their strategy is, and you'll probably hear something simple such as, I'm putting 10 percent into my 401(k) and shopping less. This "Google search" approach to retirement isn't hard to follow - provided you have…