Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to...
Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for...
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today...
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families....
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families...
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the...
Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years....
Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and...
Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to...
Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider...