Category Archives: Financial Planning

Boomers Are Facing A Financial Crisis

Written by Lance Roberts | Apr, 29, 2019

There is a “crisis” brewing in America which will affect more Americans than the subprime crisis in 2008. What is it? It’s the pension and retirement crisis. According to a…

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9-Ways To Teach Kids About Money

Written by Richard Rosso | Apr, 3, 2019

Financial literacy is a grassroots effort that begins at home. Or in the car. Or in the bathroom. With money such a big part of our lives, opportunities to build…

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Health Is Part Of Your Financial Plan

Written by Richard Rosso | Mar, 20, 2019

So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you lost? How many hours of sleep do you get a night? Welcome to client/advisor conversations…

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Social Security IS America’s Pension

Written by Richard Rosso | Mar, 6, 2019

Abhorrent income inequality along with issues related to social safety nets like Social Security are political hot potatoes. They should be considered human issues. I’m certain that most readers regardless…

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5-Things To Do Before Retirement

Written by Richard Rosso | Feb, 20, 2019

Saving for retirement isn’t perfect nor as easy as most financial pundits make it appear. Certainly, people with steeled fiscal resolve exist; those not diverted by a major financial life…

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It’s Not A Bad Time To Rebalance

Written by John Coumarianos | Feb, 5, 2019

Maybe you don’t like a lot of fuss as an investor, and you want to buy-and-hold a simple portfolio for the long term. That’s fine, but you do have to…

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Your Back-Of-The-Envelope Financial Plan

Written by John Coumarianos | Jan, 21, 2019

We do a lot of financial planning with fancy software for clients at RIA Advisors. We think a financial plan is the basis for someone having a successful financial life….

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Morningstar’s Christine Benz On Return Forecasts

Written by John Coumarianos | Jan, 16, 2019

Baseball Hall of Famer and sage, Yogi Berra, once said, “It’s tough to make predictions, especially about the future.” But, as Morningstar’s Christine Benz notes, plugging in a return forecast…

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What Can We Learn From A Shutdown?

Written by Danny Ratliff | Jan, 16, 2019

As we are now in to day 26 of the government shutdown, the 800,000 federal employees and contractors being used as political pawns go without their first paycheck. This whole…

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Rosso’s 2019 Reading List

Written by Lance Roberts | Jan, 9, 2019

Business Insider is prolific with the number of reading lists they produce every year. What books grace Jamie Dimon’s nightstand? Which titles motivate Warren Buffett? Granted, there are respectable fiction…

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