Key Retirement Dates You Should know

Key Retirement Dates You Should know

Although we think of retirement as a specific point in time, it is really a process with key retirement dates that begin just before age 60 and end just after you turn 70. Understanding what those milestones are is vital in determining when you can retire and what...
Attribution Analysis – Assessing Investment Decisions

Attribution Analysis – Assessing Investment Decisions

In my most recent post, I began looking at how to determine how your portfolio was performing. For most investors, the primary aim is that their portfolio earns a long-term return that is high enough for them to meet their financial goals. We determine this target...
A Financial Planning Checklist to Start the New Year

A Financial Planning Checklist to Start the New Year

The New Year offers an opportunity to take care of financial housekeeping and making slight adjustments can be necessary given IRS-driven changes. Here is a financial planning checklist to walk through at the beginning of a new year: Update your withholding – if...