Sharing Our Thoughts and Insights
Blogs
Retire To Something, Not From Something: Healthier Retirement Through Volunteering
The Big Problem New Retirees Run Into
As a financial planner I often find new retirees making a common error: they mistake the joy of being retired with being fulfilled in retirement.
Why Having a Sense of Purpose is So Important in Retirement
“Do you do something that fills you with satisfaction and meaning? Do you feel a sense of accomplishment because what you do aligns with who you are?”
Altria Shows there is no “Safe” Stock
Many investors felt that Altria (formerly known as Philip Morris) was as safe an investment in the stock market as possible. The company’s customers are literally addicted to its product (nicotine) and the company offered a very high dividend yield.
When My Money And Your Money Becomes Our Money
This article in the Wall Street Journal speaks on the benefits of couples combining their finances… if they can get past the initial roadblocks.
Mortgage Rates Touch 3-Year Low
For those looking to refinance their mortgage (or with children looking to purchase a new home) now may be a great time: the average 30-year, fixed rate mortgage now stands at around 3.56%, a three-year low.
This budget shows how a $350,000 salary barely qualifies as middle class
“Most Americans would probably have a hard time wrapping their heads around a $350,000 salary. In fact, government data cited by Sam Dogen of the Financial Samurai blog shows that some 95% of U.S. households don’t pull in that much. “
The Market Has New Leadership
The last week has seen a sharp reversal in the best and worst performing stocks. The stocks driving the market gains throughout the year have given way to the laggards over the last few trading sessions.