More Living Blog

22 May 2018

Busting the Myth About Bonds

The old rule of thumb was that the percentage of bonds held in your portfolio should be equal to your age, with the remainder held in stocks. Another way of saying this was the “60/40 Rule”, or 60% stocks and 40% bonds in...

08 May 2018

What is the outcome you are investing for?

What is the goal that you have laid out for yourself when it comes to your money? This is actually a critical part of a successful financial plan, as we get distracted by the wrong goals. We think, “well, let’s just try...

26 Apr 2018

Decreasing Social Security Benefits

What is your plan to deal with the impact of decreasing Social Security benefits? 

According to a recent report from the Senior Citizens League, a non-partisan advocacy group, over the past 8 years, Social Security Cost...

11 Apr 2018

Giving Back: Part of Your Financial & Life Plan

144 million Americans donated money to charity in 2016, while 106 million volunteered their time, according to a study by the Charities Aid Foundation.

03 Apr 2018

Protecting Your Investments in a Volatile Market

Deep down inside, you knew this was going to happen. You knew this stock market wouldn’t last forever. And just when we get more great news about the economy, the market comes tumbling down and loses trillions of dollars...

23 Mar 2018

What Happens When You Don't Retire on Your Own Terms?

Life is full of surprises. Things don’t always go according to plan. For example, you hope to retire in the next 5 years. But then something unexpected happens …

15 Mar 2018

Should you fund a Roth or traditional IRA/401k

Should you be funding a Roth 401(k) or a traditional 401(k) or a Roth IRA?

01 Mar 2018

Getting to Know: Jim Kraeske

When I was little, I wanted to be an astronaut. I mean, how amazing would it be to say you went up in space? Instead, here I am, a financial advisor, and honestly, I love what I do.

13 Feb 2018

Beware Traditional US Bonds

Beware the danger of using traditional U.S. bonds as a hedge in today’s market economy! As you’re likely aware, the past week was pretty eventful for the stock market. One of the main triggers that prompted this activity...

31 Jan 2018

How to Focus on the Right Things in Retirement

Why do we invest?