Archives
- May 2024
- April 2024
- March 2024
- February 2024
- November 2023
- July 2023
- May 2023
- April 2023
- February 2023
- January 2023
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- March 2022
- February 2022
- January 2022
- October 2021
- August 2021
- May 2021
- April 2021
- March 2021
- February 2021
- December 2020
- November 2020
- October 2020
- September 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- July 2019
- July 2018
- March 2018
- November 2017
- October 2017
- September 2017
- August 2017
- June 2017
- May 2017
- April 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
Categories
Category Archives: Regular Blog
First half of 2015 – Market Review
In this week’s post I thought you might like to see a chart that I put together showing a number of market indexes and how they have done so far in 2015 (YTD) that I made on Yahoo Finance. You can see the chart below. Many people, who have heard on the news ( more than once this year) that the stock market (NASDAQ, Russell 2000 and the S&P 500) made a new all-time high, are going to be surprised to see that the … Continue reading
Posted in Regular Blog
Comments Off on First half of 2015 – Market Review
What’s the biggest Retirement Risk?
Watch my 75 second video and find out, if what you thought… was right? CLICK HERE to view! all the best… Mark
Posted in Regular Blog
Comments Off on What’s the biggest Retirement Risk?
The power of compound interest
I know most of my readers are over age 50, so this message is more for you to pass along to your adult children or perhaps to your grandchildren. This is especially so for those of us who have had family members just graduate from college and are beginning a very important next stage in their adult life. The message in a nutshell is: Begin to SAVE EARLY! They say that compound interest is the eighth wonder of the world … Continue reading
Posted in Regular Blog
Comments Off on The power of compound interest
5 not-so uncommon reasons for retirement failure
We all know about the big retirement risks: longevity, inflation, investment losses, and higher taxes (rates and/or the lowering of the tax brackets). By retirement failure, I mean that what would have been a prosperous and predictable retirement… becomes much less so to say the least. Many folks think that we are really richer than hey are — if only because we cannot know the future. But here are 5 other not-so uncommon reasons why clients “fail” in retirement. You could also consider them causes of … Continue reading
Posted in Regular Blog
Comments Off on 5 not-so uncommon reasons for retirement failure
How accurate is your estimated Social Security retirement statement?
Here’s a question for you. How accurate is the “estimate” of your future Social Security retirement income that is shown on your annual SSA statement? The estimate of your future Social Security retirement income on your annual SS statement takes into account your earnings history so far and extrapolates it out assuming moderate wage growth. The most accurate estimate would be for a person who turns full retirement age in 2015. Their primary insurance amount (PIA) was actually calculated back … Continue reading
Posted in Regular Blog
Comments Off on How accurate is your estimated Social Security retirement statement?