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Month: May 2017

Best Laid Plans: What Can Derail Retirement?

May 31, 2017

From: AE Wealth Management We often fall into a trap where we think we have all the bases covered. Take retirement planning, for example. You can plan for the lifestyle you want. You can plan for the income you need. You can even stash away extra funds for unexpected expenses retirees typically encounter. But can…

Shifting the Focus to Long-Term Goals

May 30, 2017

Donald Trump set out to make big changes the moment he entered the White House. While Congress may move a bit more slowly, it’s worth noting the difference in styles and substance. For example, presidential executive orders do have the power to roll back previously passed regulations, but in many cases, they merely signal intent…

Are We “Shovel-Ready”?

May 23, 2017

A famous line of dialogue came from the 1989 film “Field of Dreams”: “If you build it, he will come.” Perhaps the quote endures because of its inherent irony — it’s not always true. In fact, during the Obama Administration, there was an unfortunate lesson best illustrated by paraphrasing this quote: “If you fund it,…

The Fiduciary Standard: What It Means

May 16, 2017

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

Kiplinger: Your Magic Retirement Number? How Much You'll Spend

May 3, 2017

Your retirement plan is meaningless unless you can pinpoint how much you’ll need to live the life you want. Remember the old ad campaign in which everyone was literally carrying around his or her retirement number? One guy had his with him as he rode a bike. Another carried his as he jogged. A married…

Thought for the Week: Becoming Comfortable With Uncomfortable Investments

May 1, 2017

BUY LOW, SELL HIGH The adage to “buy low and sell high” sounds like an obvious path to building a large nest egg. The premise is as simple as it gets. All that is required is to buy stocks cheap, sell them when they become expensive, and repeat until rich. The problem is that executing…

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