by Joe Clark | Nov 26, 2019 | Investments, Your Life After Work
How Risk and Diversification Effect RetirementPlanning for retirement requires preparing for the unexpected. Creating sound contingencies is important, but even more, is addressing the likeliness of that event to occur. The term “risk” or “risky” is used by many...
by Joe Clark | Nov 19, 2019 | Investments, Your Life After Work
Inflation lives a tormented existence. We want our homes to appreciate, but yet we want our food cheaper and cable TV for less. Both changes in the price stem from inflation. One side loved, and the other deplored. Inflation is a necessary part of a growing economy....
by Joe Clark | Nov 1, 2019 | Investments, Tax Planning, Your Life After Work
That may sound like a small fortune or an amount you have already surpassed. Regardless, a sound retirement is the combined management of your budget, tax bracket, volatility of your investment account, Social Security timing, inflation, changing needs and life...
by Joe Clark | Oct 24, 2019 | Blog, Your Life After Work
Who doesn’t want to retire? More people than you may think including myself. The rational and reasons for continuing to work comes from the obvious “I love what I do” to “What would I do?” Our experience would suggest there is also a large contingency that is simply...
by Joe Clark | Sep 12, 2019 | Blog, Investments, Life Happens, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
by Joe Clark | Aug 28, 2019 | Blog, Investments, Your Life After Work
Have you ever noticed when you buy a car that it seems many other drivers suddenly made the same choice? It is often known as the Badder-Meinhof phenomenon otherwise known as frequency illusion or recency illusion. When you buy a new car, it might be frustrating, but...
