Category: Retirement Planning


 
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Taxes: States Step Up To Grab Estate Taxes

I’ve mentioned it time and time again. Taxes with the government can be likened to a balloon filled with air that you begins to change and move when you press on the balloon.  Politicians in their greed for power use taxes like a game to pepper special interest groups with money and funds to keep [...]

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Don’t Be A Sucker! The Madness Must Stop. Stock Picking, Track Record Investing, Past Performance

Originally Posted on March 21, 2009.

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Worst First Quarter Ever! (Originally Posted 4.21.09)

The Market was killed in the first quarter of 2009 and most investors fled for the exits. The Financial Coach on April 21, 2009 related the worst first quarter and the Business Week article by bringing up the facts of how markets work and how as an investor you cannot fall prey to fear [...]

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Active Management (Mutual Funds/Brokers) Vs Passive Management (Asset Classes and Index Funds)

The argument has raged for years that mutual funds and brokers can deliver better returns by their ‘knowledge’ concerning the market. While many investors fall prey to this misinformation, the truth has slowly gotten out and investors are learning. While managed funds still prey upon the ‘greedy’ with the idea that [...]

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Retirement Planning: Asset Dedication, Bucket Planning

Don’t be fooled into the common strategy of lumping your investments together for retirement. Instead, learn how to properly plan for your retirment through a “Asset Devotion” strategy.
Asset Devotion Sample

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What Does The Future Hold For Us?

(Click on title to watch video)
Remember those glorious days of ‘This is a New Paradigm” and all of those other fancy things we heard about the tech bubble, real estate, commodities, and even our current situation and Gold!  See what the Coach says about our future and I’m sure you’ll also love some of the [...]