Entries by Pat

Stocks Gain on Greek Deal & Data

Despite significant volatility, stocks ended last week higher after a finalized Greek bailout deal and some upbeat domestic economic data. Back home in the U.S. renters pay approximately 30% of their income for housing. Read more…

Weekly Update – August 10, 2015

STOCK FALL ON OIL WOES Stocks gave in to gloom about low global oil prices and fell again last week, erasing the previous week’s gains. For the week, the S&P 500 lost 1.25%, the Dow fell 1.79%, and the NASDAQ dropped 1.65%.  (read more)

Retirement Pitfalls To Avoid: Part 1

Retirement planning can be tricky for two main reasons: 1. There are many factors that affect retirement planning, and 2. Needs vary with each individual and there is no one-size-fits all. Retirement planning is mainly about what to do and when to do it. Pitfall #1: No Retirement Plan At All. You would probably be […]

Health Care….The Elephant In The Room

So let’s assume you have done your due diligence…you’ve saved enough through your investments, 401K and whatever else. You are satisfied that you can retire (whatever that means to you) and your income stream/cash flow will be enough to carry you right on through your lifetime. You are also satisfied that your spouse will be […]

Three Dangers For Boomers

The first danger for boomers today is the fact that they are living longer than in years past. Living over 100 years isn’t uncommon anymore. It’s no longer… retire at age 65…go on a cruise and buy a Cadillac at age 66 and die at 67. Those used to be the rules and everyone followed […]