A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin by discussing one idea—a bucket …

A Bucket Plan to Go with Your Bucket List Read More »

Should I Sacrifice My Retirement to Support My Children?

Most parents will say that they want to help their children as much as they can and give them every advantage. But what if “every advantage” comes at the expense of the parents’ retirement savings and investments? According to a survey by NerdWallet, 80% of parents are covering or have covered an adult child’s expenses …

Should I Sacrifice My Retirement to Support My Children? Read More »

Three Overlooked Keys to Being a Successful Investor

Does investing strike “fear” in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why. The stock market makes some people nervous. This can be especially true for young people who grew up during the Great Recession. Not only did these folks …

Three Overlooked Keys to Being a Successful Investor Read More »