Archive | Retirement

Should I use my home as an Investment?

Avoiding Mistakes with Your Largest Assets – Part 2

In Part 1 we dealt with retirement plan accounts and how to steer clear of trouble. For many, other than retirement accounts (and human capital), their primary residence may be considered their next largest asset. The problem is, a house is not necessarily an investment asset that can be readily converted to cash for future […]

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Avoiding Mistakes with Your Largest Assets – Part 1

For many individuals, their house and retirement plan represent their largest assets (aside from human capital, the ability to produce income). Financial mistakes, particularly mistakes later in your working life, can have long lasting impacts on lifestyle choices. The philosophy and approach towards managing these assets can make all the difference. In this article, we […]

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Look Forward

Cure the Disease or Treat the Symptoms? – Part 2

In Part 1, we discussed the ingredients needed to “cure the disease” – the malady of not having enough financial resources to maintain your lifestyle (including living cost increases) – throughout retirement. With time, savings and discipline it is often possible to get back on track. Sometimes, however, there isn’t enough time and the gap […]

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Shallow or Deep?

In our always connected world today, complete with text messages, e-mails and other compressed forms of communication, real conversations often are lacking. For the main, most of the short form communication tools impart only a surface level or “shallow” type response. In our work with clients, we try to “dig deeper” and uncover the real […]

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Financial Freedom

Financial goals are as different as the people behind them. Regardless of the specifics, for most individuals, a sense of financial freedom is what the goals represent. At the time we celebrate our national independence, it is fitting that we consider the liberating nature of financial independence. Both varieties of independence require diligence to attain, […]

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