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Latest on the Blog
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How Often Should I Rebalance My Portfolio to Diversify My Investments?
InvestmentsHow Often Should I Rebalance My Portfolio to Diversify My Investments? Investors sometimes make the mistake of forgetting to rebalance their investment portfolio. However, professional investors resist the temptation to “set it and forget it.” They understand that risk tolerance and asset allocations change with time. Regular rebalancing of a diversified investment portfolio is different […]
What’s the Difference Between Profit Sharing and a 401k?
401Ks and IRAsWhat’s the Difference Between Profit Sharing and a 401k? Retirement planning can be complicated. Every employer is different, and every employee has a different dream for how they’ll spend their golden years. Let’s start by looking at some important retirement planning terms: Defined Contribution Plan. This type of retirement plan is funded as the employee […]
What Retirement Documents Do I Need For My Plan?
RetirementRetirement Documents Needed For Your Retirement Plan In a recent blog post titled, “At What Age Can I Retire,” I discussed the process of visualizing your retirement as the first step towards having a solid retirement plan. Now that you know how you would like to spend your retirement, the next step is to determine […]
How Conservative Should I Be As I Get Closer To Retirement?
RetirementHow Conservative Should I Be As I Get Closer To Retirement? Money management guru and famed financial presenter Robert Kiyosaki is often quoted as saying “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” His statement is […]
What’s The Difference Between Passive And Active Management?
InvestmentsWhat’s The Difference Between Passive And Active Management? With the ultimate goal of achieving high returns, investors choose between active portfolio management and passive portfolio management. While these terms may sound unfamiliar to you, they are broad concepts that are easy to understand. So what is the difference between passive and active management? Both active […]
At What Age Can I Retire?
RetirementAT WHAT AGE CAN I RETIRE? I once worked with a client in San Diego who retired from his county municipality job after working there for 30 years. He was in his early 50’s, owned a few rental properties and had elected to start drawing on his pension plan to fund his early retirement. Right […]
Understanding Different Types of Annuities (and 3 Smart Questions to Ask)
401Ks and IRAsUnderstanding Different Types of Annuities (and 3 Smart Questions to Ask) Americans are faced with many options when it comes to saving for retirement and wading through all of these choices can be a daunting task. There is no one-size-fits-all plan when it comes to how you should manage your savings, and maximizing your own […]