Blog

28 Nov
portfolio benchmarks

Is your retirement portfolio keeping up?

As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway?  The short answer is “it depends.” I often hear people talking about the “market.”  The “market” was up by 500 points or down by […]

13 Nov

More Choices, More Confusion

Part II of a series on 401(k) best practices. Read Part I. The attitude toward retirement was changing back in the early 1980s. The concept moved from retirement as a reward given by the company for a long and loyal career, to one of personal responsibility. Employees loved the control they could have with the […]

25 Aug

Preparing for Retirement Part Three: Spending

What You Really Need to Know There are events in our lives that we can accurately call momentous. Marrying, having children, buying a home, changing careers—all of these and many others, including retirement, qualify. Preparing for these life changes should involve creating a spending plan. You may have already estimated your income in retirement, likely […]

17 Apr

Preparing for Retirement Part Two: Emotional

Retirement is about much more than money. At retirement, you enter a very different phase of life, one where your time is your own. No longer will you be slave to the alarm clock, nor will the boss have a say about where you are and what you do. For most of us, the prospect […]

15 Mar

Preparing for Retirement Part One: Finances

While you also need to consider emotional, physical and organizational aspects of retirement, the one most people worry about has to do with money. Let’s take a look at ways you can prepare financially for this big event in your life. Income How much money you will have to live on? Make a list of […]