Roth vs. Traditional IRA

by Craig Moser on February 3, 2017

I know a woman named Jennifer, who thanks herself when she benefits today from something she did previously.  It might be as simple as having milk in the refrigerator because she stopped for a gallon the night before.  Retirees with […]

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Your Retirement Road Ahead

by Craig Moser on January 20, 2017

Growing older requires most of us to think about the road ahead and things we have never approached before.  A big one is the “R” word.  Yes, retirement starts to get closer.  If you have taken the time to prepare, then […]

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Questions to Ask About Your 401(k)

by Craig Moser on January 6, 2017

An employer-sponsored 401(k) savings plan is a great vehicle for accumulating wealth on a tax-deferred basis.  Because all 401(k) plans are not created equal, you may need to improve the plan so it better meets your needs.  All you have […]

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Mailbox Money

by Craig Moser on December 30, 2016

As we move through time, we seldom think about what life will be like when we retire.  You work for 25- 35 years and get paid regularly for your efforts.  Then one day you stop working and the paychecks stop […]

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How Do We Build An Income Plan?

by Craig Moser on December 22, 2016

You may have had an investment plan for years.  You follow a strategy you’ve become comfortable with, and put as much as you can into your investment plan.  Accumulation is the name of the game at this point.  Then one […]

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Understanding Investment Outcomes

by Craig Moser on December 9, 2016

What do you want out of your investment portfolio? I’m fairly certain you want 100% of the upside and none of the downside. I will continue looking for that perfect balance, and keep you posted on how it turns out. […]

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Tweaking 401(k) Options

by Craig Moser on November 28, 2016

As we look at 401(k) investment options, they may appear very “vanilla” in what they offer. I laugh out loud when some “investment guru” says cost is the only thing important. They’re basically implying that you should buy a low-cost, […]

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2015 Was a Bad Economic Year

by Craig Moser on November 14, 2016

Craig Moser, CFP, CRPC  As we enter another new calendar year, and my 27th year as a Portfolio Manager, the markets couldn’t be more complicated. Concerns about global growth, Fed policy, the U.S. manufacturing sector, earnings, inflation, and the declining […]

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Customized Social Security Benefit Summary
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Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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