Richard’s Weekly

  • Shifting Your Tax Strategy With the Shifting Markets

    Lately, our office has received quite a few phone calls from prospective clients thirsting for strategies to minimize the losses in their retirement portfolios. Folks, no doubt, we have experienced the worst beginning to the year—ever—in the history of the markets! A few weeks back I wrote that the S&P 500 was down about 11 percent [...]

  • Debt Is a Growing Retirement Problem; Don’t Make It Yours

    Remember those retirement commercials a few years back, I think from ING? They had pre-retirees carrying around giant numbers that represent how much money they need to save in order to have the retirement lifestyle they want. In our working years, we are in the accumulation phase of our financial lifecycle. And in that accumulation phase [...]

  • Retirement Calculators—Tools Or Fools?

    If you're like most people then you have probably also found yourself searching the internet for answers on retirement, social security, and life in general. It is easy to find a half-dozen sites with tools promising to answer all of your retirement questions: how much you will need to retire; at what age you can retire; how much to expec [...]

  • Negative Interest Rates—What Does This Mean To You?

    If you’ve been keeping up with the news on the global markets lately, or really if you’ve had your TV turned on at all over the last few weeks, you have likely heard the buzz about negative interest rates. The Bank of Japan, the European Central Bank and several smaller European authorities have entered into the unfamiliar territory o [...]

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