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Archives for November 2012

Quote from The Psychology of the Stock Market

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This is a gripping quote. Please pay attention to the year it was written. Read more…

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Bittersweet

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The Merriam-Webster Dictionary defines bittersweet as something that is pleasant alloyed with pain. This could also be associated with retirement. The sweet part is that people are living longer thanks to innovations in healthcare. The bitter reality is that when people live longer they risk outliving their assets. Read more….

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How to Handle Beneficiary Designations

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Choosing beneficiaries on asset accounts is one of the most simple yet overlooked aspects of estate planning. There are many advantages and consequences in the decisions you make. Read the attached PDF so you can learn what is most appropriate for you.

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Social Insecurity

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Social Security or Social Insecurity? Read the attached PDF to understand more.

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US Stocks and Bonds Before and After Taxes

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Taxes have a dramatic effect on the long-term returns of various investments. Read the attached PDF to understand the impact.

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