Ready to plan?

Financial planning takes on more urgency as we age, our financial lives have more moving parts, and retirement draws ever closer. If you have always wondered what it would be like to work with a Certified Financial Planner®, click on this link to begin using my secure financial planning software.  It will lead you through the … Continue reading Ready to plan?

Fighting short term jitters

I am not going to bury the lead:  "short-term" does not apply to your long-term investment goals.  While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon.  But, oh, … Continue reading Fighting short term jitters