The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]
Social Security and Working
Can I work and collect Social Security at the same time? Well only if you follow these rules. [Read more…]
What Every Wife Should Know
You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. [Read more…]
What I Worry About
Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. [Read more…]
Markets Down. What to Do
It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. [Read more…]
Oil vs. Stocks
It’s conventional wisdom these days: Stocks follow oil. However, stocks used to follow gold and euro and, before that, Greece. Stocks and oil trade together until they don’t. Hang in there. Stocks are still cheap. Check out Brian Westbury on his latest video. [Read more…]
What Our Initial Meeting Looks Like
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
[Read more…]Oil Boom or Bust
by Richard E. Reyes, CFP
High oil prices cause economic doom. Low oil prices cause economic doom. Whose right? What should an investor do? [Read more…]