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Financial Planning & Economic Analysis Blog

How to Responsibly Pick Investment Managers (It’s About Your Retirement and It’s About Grandkids)

How to Responsibly Pick Investment Managers (It’s About Your Retirement and It’s About Grandkids)

Responsible people have serious money they don’t want to lose and not make back. Responsible people don’t take unnecessary risks jeopardizing retirement income. Responsible people don’t transfer wealth from grandchildren to big banks and insurance companies (they don’t buy expensive, unnecessary, bad products). Responsible people understand there is no free. …

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Are you a victim of the Equifax data breach?

Are you a victim of the Equifax data breach?

Your personal information could have been exposed  this summer during an Equifax data breach.  Equifax is one of the three main credit reporting agencies. Take precautions moving forward to protect yourself and your credit report. It is worth monitoring your credit report over the next month to make sure nothing…

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Key Questions to Ask Your Financial Advisor:

Key Questions to Ask Your Financial Advisor:

Regulators have still not finalized how to get investment and insurance advisors to work in client’s best interests. This means it’s your job. Ask these questions to find out if your advisor is working in your best interests. Our answers are in blue: Are you always a fiduciary and can…

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Kids Need Hands-On Lessons to Manage Money

Kids Need Hands-On Lessons to Manage Money

Kids are unprepared for inheritance because families don’t talk about money. Gifting college-age kids money in a brokerage account is a good start. To teach kids about taxes, get them to prepare a return by hand while their taxes are simple and still easy. http://www.barrons.com/articles/heirs-need-hands-on-financial-lessons-1503421971  

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Golfing and Rocking Chairs can get old fast!

Golfing and Rocking Chairs can get old fast!

Retirement – Many people dream of the day when they will not have the stress or daily demands from their employer, customers, and colleagues. For some, the work is not satisfying or it is just not a pleasant environment to work. No matter the reason, most people only focus on…

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