Why Do We Bother Setting Goals?

Well it’s in our DNA. The fact is we live in an aspirational society where we are very interested in becoming better versions of ourselves. The numbers back this up.  Just type “Setting Goals” in a Google search and you…

Defending the 401k

We have written extensively about the pitfalls of 401k investing, the high fees in some plans, and other details to be aware of. However, the fact is that 401k plans are one of the most powerful tools available for building…

Did You ‘Set It and Forget It’… again?

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…

Lump Sum or Annuity? That is the Question.

The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way of the pay phone.  Or probably a better analogy is…

On the Move

Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…

Women and Risk

My grandmother loved to gamble.  While she was a child of the depression and extremely frugal, she also loved putting a little money on bingo with friends, buying the occasional lottery ticket, or even playing the slots in Atlantic City. …

Budgeting: Wedding Style

Whether your family is helping to pay for your wedding or the money is coming out of your own pocket, you’ve most likely had a conversation to discuss how much you can spend. It can be difficult to plan your…

When in Doubt, Don’t Give it Out!

Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and your financial information. The SEC and Federal Reserve are concerned…

Top 5 Millionaire Investing Mistakes

Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…

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We break down some of the most important questions we are asked on a regular basis.

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