"The most important part of every plan is planning on your plan not going according to plan." - Morgan Housel The headliner for the month of November has to be that for the first time this year the equity indexes have posted back-to-back positive monthly returns. Across the board the returns were … Read More
How to Decide Between A Traditional 401(k) and Roth 401(k)?
We increasingly work with younger clients who are offered both a traditional 401(k) and a Roth 401(k) by their employers. They know that investing in either plan is a smart way to lay the foundation for their retirement yet they still often ask “what is the real difference between the two options?” … Read More
Monthly Stock Market Review – October 2022
“History doesn’t repeat itself, but it rhymes.” – Mark Twain (is often reputed to say) “Those who cannot change their minds cannot change anything.” – George Bernard ShawReally bad things have happened in the markets in the month of October. This year, that was not the case. In fact, October was … Read More
Monthly Stock Market Review – September 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy "Life and investing are long ball games." - Sir John Templeton Historically speaking, September is the worst month for stock market performance. The year 2022 followed the trend with really poor returns across the globe. … Read More
How To Plan For Healthcare Coverage In Retirement
Healthcare costs can skyrocket in retirement and threaten to derail many retirement plans. People in their early 60s are often exposed to higher health risks but are not yet eligible for Medicare coverage. A thoughtful financial planning process should aim to help people – while they are still … Read More
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