For many years we have helped our clients manage their workplace retirement investments as best we can during their working years. Of course, a primary service we provide to clients is managing their non-workplace investment accounts. Once a client retires or changes jobs, they often take advantage of our services and expertise by rolling over their 401(k) into an IRA …
Lately, the American people have been inundated with bad news, some of it disturbingly graphic and heart-breaking. A sampling of national network news broadcasts over the past six months reveal repetitive stories that depress and discourage; sometimes legitimate and other times exaggerated and inflated for shock and entertainment affect. We see a steady stream of negative stories about gun violence, …
Inverted Yield is an Interest Rate Issue, Not a Recession Warning If you have paid attention to the news today, you will find that the stock market has declined some from our all-time high in July. The reason for the decline today is that the fear mongers are highlighting the inverted yield curve. I want to make something clear to …
Money Magazine features Strategic Planning Group. There is quite a feeling that comes with receiving a phone call where the individual on the other line states that a national magazine would like to feature Strategic Planning Group. Maintaining a home town feel and atmosphere is important to us but we are also pleased to offer national, advanced expertise. Our goal …
Planning for retirement is most likely the last thing on your mind when starting a new job. While it is easy to push aside your financial plan, the choices you make early in your career could set you up for success. Here are 3 retirement mistakes to avoid at a new job. Retirement Mistake 1: Not having a financial plan …
4 Money Saving Apps You Should Know About Whether you are looking for help building a budget, or simply searching for ways to save, these money saving apps are a great start. Mint This money-saving app is ideal for tracking your spending and getting smart about your money. You can connect each of your accounts, including credit cards and monthly …
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Childhood memories consist of many things and for every individual those memories can be very different from one another. Throwing a ball back and forth with your father, reading books with your mother, riding bikes well past dark, and for some, fishing in an old rickety boat at 4:00am with grandpa are such memories that bring so much joy. Mother’s …
Recently, on our Facebook page, we asked the question ‘Do you think saving for retirement is important?’. Based on our responses the answer was a resounding ‘yes.’ The harder question to answer is why then, according to the most recent data, are anywhere from 75-80% of people between ages 40 and 60 totally unprepared for retirement? I believe the answer, …
We have recently had several clients retire. One of the fascinating aspects of this job is seeing how various people react to retirement. I used to be ignorant in assuming everyone would be excited about retirement. As far as I am concerned, although I absolutely love what I do, I cannot wait to have more time to pursue hobbies and …
