Posts Tagged ‘Financial Planning’
If it Makes You Happy…
“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow Clients often ask us how often they should look at their portfolio balance. We have a handful of clients who look at it every single day, as soon as the stock exchange closes. Is this healthy? Do the…
Read MoreRetirement Planning : Social Security Optimization
Retirement age has finally come for many within the baby boom generation. Whether that be a young boomer retiring early at 58, a 62 year old retiring simply because she is finally eligible for Social Security, a 66 year old “hanging it up” because he is eligible for his work pension, or a 69 year…
Read MoreMeasuring the Value of a Financial Planner
In a study by Morningstar released last year, the value of “making smart financial planning decisions” was quantified. By diligently researching financial decisions on your own, or working alongside a qualified financial planner to perform this research and analysis, Morningstar was able to estimate the potential benefits to an investment portfolio both in terms of…
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