Posts Tagged ‘#women’
I don’t want to lose money! What should I do?
I have never heard anyone say they want to lose money! As we move closer to retirement and beyond, losing money becomes a bigger concern for most people, you…
Read MoreRetirement Investment Mix Guidelines
What is a good investment mix for someone in retirement? Investing is like riding the volatility roller coaster. When I was a kid, you loved all the crazy fair rides.…
Read MoreSECURE Act (part 3)
SECURE Act (part 3) A SECURE Act provision will make it easier and less expensive for small business owners to set up retirement plans for employees. The new rule will…
Read MoreSECURE Act (part 2)
SECURE Act (part 2) Stricter rules for post-death required minimum distributions curtail ‘Stretch IRAs’: The Secure Act requires most non-spouse IRA and retirement plan beneficiaries to drain inherited accounts within…
Read MoreIdentity Theft (part 2)
Identity Theft (part 2) You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud,…
Read MoreIdentity Theft (part 1)
Identity Theft (part 1) This topic has been on our minds for a while, but we had to do something after learning what happened to John. It was… The Most…
Read MoreInspiring Women Recap
Inspiring Women Recap: We had a great time at the Inspiring Women event this fall! We really appreciate spending time with women (and men) who value learning and are taking…
Read MoreBehind the Mask of an Industry Giant
With Halloween, you have probably just said your fair share of masks and costumes. Some cute, some fun, some a little on the creepy side and some downright scary. We…
Read MoreImportant Questions YOU Need Answered (part 1)
Important Questions YOU Need Answered (part 1): There is lots of talk out there about the market as always. Experts debating on what will happen and when will the market…
Read MoreCommon Portfolio Wisdom
Common Portfolio Wisdom Pros – Many new factors: Internet, Baby Boomers, Global Markets, War on Terror Cons – The appearance that we are smarter Details abound; structure remains Factors change;…
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