Posts Tagged ‘financial planning’
Dear Penny, I Just Retired. What Does Coronavirus Mean for My Savings? -Penny Hoarder, March 22,2020
Dear Penny,“What is going to happen to retirement accounts in this falling stock market? I’m not living on them now, but I recently retired from teaching and had been squirreling away funds for my advanced years. It’s frightening to think about, but what now?” -B. Dear B., The truth is that nobody knows. Sure, we’ve…
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DOWNLOAD PDF #EBI2017 Evidence Based Investing in 2017 WHAT IS EVIDENCE BASED INVESTING? What happens when you challenge conventional thinking? NOTES FROM #EBI2017 Here are all my notes from an excellent conference SUMMARY OF INVESTMENT THEMES Share This #EBI2017 What a great conference I attended in New York. After picking up the 5:30 am train…
Read More7 Back to School Financial Tips Webinar
I am hosting a 30 minute webinar September 14, 2017 at 4:15 PM that will cover a variety of topics designed to improve your cash flow, improve your risk management, manage your savings, reduce your taxes and outline the various deadlines for government assistance programs. Register here: Click Here
Read MoreThe #1 Retirement Savings Goal for People in Their 30s- Fiduciary News 3/7/2017
I was recently quoted by Christopher Carosa in Fiduciary News for a story about financial planning in your 30s. Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The Roth IRA offers tax deferral…
Read MoreThe #1 Savings Goal for People in Their 20’s- Fiduciary News 2/14/2017
I was quoted in a great article in Fiduciary News. Click here to read full article. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. There is no guarantee that a diversified portfolio…
Read MoreRecent U.S. News and World Report Interview
I was recently interviewed by Dawn Reiss of U.S. News and World Report on year end tips for small business owners. It was a well written article. 3 Year-End Questions for the Self-Employed Making the right end-of-year financial moves can make a major impact. By Dawn Reiss | Contributor Dec. 7, 2016, at 9:00 a.m.…
Read More7 Easy ways to save for a new home while renting- Policy Genius 12/9/2016
I was recently quoted by Paul Sisolak in a great article at Policy Genius on managing debt and finding ways to save. Click here to read the full article.
Read MoreKoffee Talk S1 E2 Released
In Koffee Talk’s second installment, Schuyler talks financial and social security with ADE parter, Gregory Armstrong.
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