by Craig Moser on February 17, 2017
I was talking to a client whose Dear Old Dad advised that assets should double every 7 to 10 years. He also said she could do this while withdrawing 5% per year. This scenario was possible in her dad’s era. […]
Continue Readingby 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 […]
Continue Readingby 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 […]
Continue Readingby 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 […]
Continue Readingby 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 […]
Continue Readingby 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 […]
Continue Readingby 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. […]
Continue Readingby 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, […]
Continue Readingby 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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