by John Rothe, CMT | May 2, 2018 | Financial Planning
Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you have a defined...
by John Rothe, CMT | Apr 27, 2018 | Financial Planning, Retirement
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in...
by John Rothe, CMT | Apr 27, 2018 | Financial Planning
Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve. What we want and what we do can differ, however. Many heirs spend...
by John Rothe, CMT | Apr 25, 2018 | Financial Planning, News
How can you protect yourself against ransomware, phishing, and other tactics? Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data back, you must pay them $300 in bitcoin. This was what happened to...
by John Rothe, CMT | Jan 19, 2018 | Financial Planning, Retirement
Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees....
