Comfortable Versus Competent
Dear Valued Financial Partners and Friends, It’s one thing to feel comfortable making financial decisions…
SFSJune 29, 2015
Rising Rates Will Impact: Your Income Your Spending Your Investments
Federal Reserve (Fed) members are making plans to raise interest rates and it is going…
SFSJune 9, 2015
Financial Four-Letter Words
There are some four-letter words that cause parents and financial advisors to cringe. Unfortunately, you…
SFSMay 20, 2015
Don’t Self-sabotage Your Investments
Dear Valued Financial Partners and Friends, In the January-February 2015 issue of Money Moxie®, I…
SFSMay 5, 2015
Long-Term Care
Higher premiums for long-term care policies have retirees wondering how they’ll protect their nest egg.…
SFSApril 28, 2015
“Your Wallet Without the Wallet”
The days of searching for your wallet are getting shorter now that Apple has introduced…
SFSApril 22, 2015
5 Costly Scams Targeting Retirees
Con artists are using many schemes to prey on retirees. Don’t let your family members…
SFSApril 13, 2015
NASDAQ Come Back Why 2015 looks stronger than 2000
The NASDAQ surpassed 5,000 on March 2, 2015. The last time this tech-heavy stock index…
SFSApril 7, 2015
IRA Rollover versus 401(k)
If you have ever left a 401(k) at a previous job, you are probably wondering…
SFSMarch 18, 2015
Black Swan Events & Your Investments
Dear Valued Financial Partners and Friends, Black Swan Events are events that are unexpected and…
SFSMarch 9, 2015