Month: May 2017

Investment Calculators: What you need to know….

Are you curious if you are saving enough for retirement? Are you putting enough money away in your IRA? Are your payroll deductions enough to fund your retirement from your 401(k)? These are questions that [...]

Difference in fees among funds

When you are investing for your retirement, every dollar counts. So that means every basis point in fees also counts. And small differences can mean the difference between tens of thousands of dollars over [...]

Dollar Cost Averaging

Recently in a Money magazine article on dollar cost investing they made some very compelling arguments for not taking this particular approach. And to back up this claim is none other than the investment [...]

Upcoming Events

It has been a wild few weeks both in the markets and for me in general. Two weeks ago I was in Omaha, Nebraska attending the Berkshire Hathaway’s shareholder meeting. It was an amazing time as always as [...]

Workplace Retirement Plans

Are you a small business owner or do you work for a small business? If so you may or may not be aware of the retirement options available to your employer in addition to an individual retirement account [...]

How to Retire Properly

Are you like so many in the US and want to retire but are not certain of when will be the right time? If that is you then maybe I can help you some. Retirement is not some scary part of your life but [...]

Capitalism Weekend – Omaha Bound

This weekend thousands of people will descend on Omaha, Nebraska for the annual Berkshire shareholders meeting chaired by none other than the legendary investor Warren Buffett and his partner the equally [...]

Disability Insurance

Most people are aware of the different types of insurance available to them. Everyone seems to know about health and life insurance and how they work in general. But few people think of disability [...]