Oct 27, 2016 | Travis Maus
We read all the time about how much money is recommended for a healthy retirement. Everyone seems to be an expert and the conventional wisdom of $1,000,000 seems to have recently doubled to $2,000,000. How can anyone afford to retire!? I’ve had the opportunity to work...
Oct 18, 2016 | Money Stress, Travis Maus
It’s almost time, you don’t have enough, and you aren’t going to make it. Do you give up, try harder, or just pretend it’s all going to work out? Any choice you make might be the wrong one. So what should you do? For those who have not...
Oct 13, 2016 | Amy Michaels, College Planning
To aid in figuring out how much you should be saving for college, it is helpful to know what the cost will be at the time the student is attending school. Unfortunately, we cannot predict this, but there are some cost-determining factors we can use to help guide us...
Oct 12, 2016 | DOL Fiduciary Rule, Travis Maus
In an industry where differentiation is difficult to create, for a short time at least, the DOL Fiduciary rule has created the perfect marketing campaign for advisors. Consider advisor “A” is a financial advisor who abides by the DOL Fiduciary Rule for IRAs but not...
Oct 11, 2016 | Fred Costantino, JR, Investment Management
We are now on fourth and most important principle in setting ourselves up for long-term investing success: controlling investor behavior. Controlling investor behavior is the most important of the principles because it is the one that can cancel out the positive...
