Top Retirement Mis-Steps -Part 1
Each week I share financial news, retirement advice and budget tips on Kolr 10’s Ozarks Live. This week I discussed the first few tips of some common retirement mistakes. #1 Not [...]
401(k) Loan Payback Options- If You Change Jobs
401(k) Loan Payback Options- If You Change Jobs 401(k) plans are an easy, convenient way to save for retirement. Set up through your workplace, a percentage of your paycheck is contributed to [...]
Investment Planning VS. Retirement Planning
Investment Planning VS. Retirement Planning What is more important, investment planning or retirement planning? What exactly are the differences?? Both are equally important in different stages [...]
Tips To Help Maximize Your Benefits
You’ve paid into it, It’s your money- Now, let’s find ways to help maximize your benefits! We’re talking about your Social Security benefits on KOLR 10’s Ozarks Live. A few questions come to [...]
3 Financial Risks To Your Retirement
3 Financial Risks To Your Retirement “Risk comes from not knowing what you’re doing.” Warren Buffet As humans, we mitigate risk on a daily basis. We wash our hands, buckle up, [...]
Avoiding This Common 401k Mistake
Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own. Now, being [...]
The Dreaded Long-Term Care Conundrum
What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility? [...]
Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]
Nearing The Retirement Summit In These Challenging Times? Answer These 4 Fail-Proof Questions First!
Nearing The Retirement Summit During These Challenging Times? Answer These 4 Fail- Proof Questions First! As you near retirement are you thinking of a permanent vacation? How about the chance to [...]
Finding The Courage To Retire
Finding The Courage To Retire If you are coming to the crossroads in your life between working full time and retirement, then you are already well aware of how intimidating it can be and that [...]
