Get Ready with Christine Benz: Simplifying Your Investment Strategy

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” – Christine Benz In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about … Read more

Get Ready with Daniel Lee: Have An Investment Plan

“Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think … Read more

Here’s how to take ONE simple step each month of 2020 to keep your finances in order:

You’ve resolved to get a handle on your finances in 2020, but will that determination wane by March? With over 80% of people failing to realize their New Years resolutions, it’s likely that you’ll become overwhelmed with checklists and budget-tracking within just a matter of months.  That’s why I suggest ONE simple action item each … Read more

Balancing retirement savings with the rest of your financial life

Retirement is not a magical event that happens on its own, nor is it something that is beyond your reach. It does, however, require some thought and savings.  To succeed in your retirement planning, you’ll need to consider your goals and priorities. Most of us are balancing multiple goals including retirement savings, college savings for … Read more

Tax Favored Account Contributions and Distributions:

There is always a focus at the end of the year on making contributions to retirements plans.  There is the flip side to this and that is that it is important to understand what distributions you may need to make from a retirement plan or a flexible spending account.  Understanding what actions you should take … Read more

In the news: Cheddar Interview

Thank you to Cheddar for having me on their morning live-stream this month to discuss How to Prepare Your Financial First Aid Kit Before Disaster Strikes (full interview) and How to Build a Financial First-Aid Kit for Disasters  (excerpt from interview and blog post). In this interview, I discuss how The GET READY! Planner walks you … Read more

Fires & Floods:

Fires & Floods: The last couple of years have brought many natural disasters including fires, hurricanes and floods.  According to scientists, it is likely that the increased frequency and severity are a result of global warming and most likely will continue. This is having an impact on the insurance industry and will have an impact … Read more

Checking in with Genworth and the Long Term Care Insurance Industry:

Checking in with Genworth and the LTC Industry: The sale of Genworth to China Oceanwide Holdings Group Co. Ltd seems to be back on track and may be completed, by the end of this year.  China Oceanwide announced their plan to acquire Genworth about two years ago.   Tom McInerney, Genworth’s president, told securities analysts … Read more