-
It’s Time to Review Goals and Set 2022 Financial Goals!
Reviewing last year's goals and setting 2022 financial goals!
-
Dividend Review – Dec 2021 – Dividends and Mutual Fund Capital Gains
Surprising mutual fund capital gains and dividends lead the way to new records in December and the full year.
-
Sequence of Returns Risk and the Danger of Retiring at the Wrong Time
Discussing sequence of returns risk utilizing historical examples and giving pathways to protect one's portfolio against it.
-
Understanding the 4% Rule
Discussing the 4% rule and its implications on retirement.
-
Dividend Review – Oct/Nov 2021 – Dividend Checks
Going over dividends in October and November.
