New Years Financial Resolutions

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Jack and Diane want to improve their financial situation and feel that making financial New Years resolutions and implementing them is a good start. To help identify their priorities, they made the following list:   Set Objectives – Goal setting is the foundation of achieving financial success. If they write down their goals, it will […]

The Retirement Dilemma: Part 1

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In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your investments and put them into government bonds or fixed income type products. The thinking was that you could not afford to take any ‘risk’ in your retirement years. Thus it was believed that guaranteed investing […]