HOW MUCH IS ENOUGH FOR RETIREMENT?

Posted by Robert Gecker, CRPC®
On September 10, 2018

“How much is enough” is one of the biggest questions that you will face during your final years in the workforce. Do you need $1 million to live the retired life you dream of? $2 million? $3 million? The short answer is that everyone’s amount will be a bit different. In this article, we explore […]

MARKET HEADLINES ARE NOT A FINANCIAL PLAN

Posted by Fred Kneib, AIF®
On July 23, 2018

A recent study by Dalbar showed that during the 20-year period ending in 2017, the S&P 500 index averaged a 7.20% annual return while the average equity fund investor captured 5.29% over the same time period1. In the investment world, this 1.91% difference between investment returns and investor returns is called the “behavior gap.” Understandably, […]

4 TIPS FOR YOUR TRANSITION FROM THE RIGHT SEAT TO THE LEFT SEAT

Posted by Gary Krasnov, AIF®, CLTC®
On May 7, 2018

Unlike like most professionals, pilots typically experience one big promotion during their flying career: the move from First Officer to Captain. This will be an exciting time in your life and one which should be enjoyed, but this upgrade also provides many personal, professional, and financial changes for you to consider. With this in mind, […]

MEDICAL COSTS IN RETIREMENT

Posted by Gary Krasnov, AIF®, CLTC®
On April 17, 2018

When we meet with people across the country to discuss retirement, most first think about investment accounts, pension plans, or Social Security decisions. For many retirees, the cost of health care might seem like an afterthought – something that is important, but doesn’t impact the big picture. We know, however, that planning for and managing […]

IS YOUR ADVISOR AN EXPERT WHEN IT COUNTS?

Posted by Brad Bridgewater
On March 21, 2018

In the United States alone there are over 300,000 financial advisors, and the majority of these advisors have letters, or “designations,” that follow their names. I’m sure you’ve seen CFP, CFA, CRPC, AIF, or Series 7 in print advertisements or online. We certainly have a good number of these designations on our website. While these […]

FIVE THINGS YOUR ADVISOR WISHES YOU KNEW

Posted by Michael Kane, CFP®
On February 10, 2018

The relationship with your financial advisor is one of the most important business connections of your adult life. Few others can help secure your family’s future and determine your legacy more than the professionals who provide guidance as you plan. Here are five key factors related to financial planning that advisors wish every investor understood. […]

SHOULD YOU HAVE YOUR 401(K) PROFESSIONALLY MANAGED?

Posted by Michael Kane, CFP®
On December 21, 2017

As with many questions, the correct answer is: It depends. If you are like me, your goal is to grow your company 401(k) plan as much as you can so you can have a comfortable retirement. But how do you get there? The first step is to contribute as much as you possibly can to […]

CREATING AN EFFECTIVE BUDGET

Posted by Michael Kane, CFP®
On November 17, 2017

Have you ever taken a look at the year-to-date total on your pay stub and wondered where all the money went? If so, you’re not alone. A recent survey conducted by Gallup showed that two-thirds of Americans do not use a budget. Unfortunately, failing to track our income and expenses in a meaningful way can […]

DO-IT-YOURSELF INVESTORS UNDERPERFORM

Posted by Brad Bridgewater
On October 29, 2017

According to Dalbar, Inc., a Boston-based market research firm, the average equity investor severely underperformed the S&P 500 index for the 20-year period ending December 31, 2013. Retail investors achieved an average annual return of 5.02% for that 20-year period, compared to 9.22% for the S&P 500. Financial columnist Howard Gold states that retail investors […]

“I KNOW, I KNOW…I’LL GET AROUND TO IT.”

Posted by Michael Kane, CFP®
On September 11, 2017

Sound like a familiar saying around your house? It does around mine. I am notorious for saying I’m going to do something, only to turn around and it’s several months later, and still nothing has been done – just ask my wife. Whether it’s cleaning out the garage, organizing photos from your vacation last summer, […]

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