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Happy Birthday Social Security!

Yesterday Social Security turned 83 years old! Party hats for everyone! On August 14, 1935 President Franklin Roosevelt signed into law the Social Security Act, which is among the most important pieces of personal financial legislation ever created in the U.S. For the majority of Americans, Social Security is the ... Read More
 

“Darn, My House Didn’t Burn Down”

That is the attitude that we get sometimes from people who complain that their investment portfolio is conservatively invested when the market goes up. This Fear of Missing Out (FOMO for short) is another version of greed. Our #1 rule in preparing a client’s portfolio for retirement distribution is to ... Read More
 

We Always Knew Women Are Better Than Men

Women are a lot less confident than men when it comes to retirement investing, but are in fact better investors than men. Among college-educated, not-yet-retired men with self-directed retirement accounts, such as 401(k)s and IRAs, 60 percent say they’re comfortable in managing their investments, according to a Federal Reserve survey ... Read More
 

Try Before You Buy

“Try before you buy” is pretty good advice for many things in life (think dating a person before you get married) and especially true when it comes to making major decisions in retirement planning. We were talking with a couple recently who are within a few years of retirement. Like ... Read More