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 12, 2018 | Retirement
Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to sustain...
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....
by John Rothe, CMT | Nov 8, 2017 | Retirement
Resist the temptation. Your future self will thank you Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored. ...
by John Rothe, CMT | Nov 3, 2017 | Retirement
Financial burdens could alter their retirement prospects. Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit card balances threaten to compromise their...
by John Rothe, CMT | Nov 1, 2017 | Financial Planning, Retirement
Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major...
