Investing and Emotions

This week, Willy discusses 3 things to consider as a long-term investor to help deal with emotions during times of market volatility. The opinions voiced in this material are for general information …

Volatility

This week, Rick discusses volatility in the market and how this can affect a persons emotions when it comes to their investments. The opinions voiced in this material are for general information only…

Election Year

This week, Rick shares facts about the history of the stock market during election years and helps answer questions about what you can can expect as an investor during this election year. Investing i…

End of Year Financial Tips

With the end of the year right around the corner, now is a great time to button up your financial life. This week, Rick offers a few tips on things you should pay attention to in order to help you pr…

Long Term Care

This week, Willy talks about the potential threats that rising health-care costs have on our assets and retirement income. He then discusses 3 things to remember about long-term care in retirement in…

Required Minimum Distributions

This week, Rick shares some strategies for taking required minimum distributions and how to preserve as much spending power as possible. Traditional IRA account owners should consider the tax ramific…

Caring for Aging Relatives

This week, Rick discusses how to care for aging relatives by taking the right steps as early as possible to secure their financial situation and finding the necessary health and household services.

Estate Planning

This week, Rick discusses estate planning and how to prepare properly for some of the issues that may arise if you or a loved one passes away unexpectedly.

4 Key Things to Avoid for Long-Term, Focused Investors

This week, Willy talks about four important things that all long-term, focused investors should avoid. Investing involves risk including loss or principal. No strategy ensures success or protects aga…

3 Keys to Successful Investing

This week, Rick discusses the 3 keys to successful investing and what investors need to understand about the stock market.