Entries by ajblanco121

What Is The Best Age To Retire?

Many professionals agree that a financially comfortable retirement will require retirees to have an income somewhere between 70 and 80 percent of their pre-retirement income. For most individuals this will require multiple sources of income during retirement years such as: savings, investments, pensions, and Social Security. Although the average retiree’s Social Security will only replace […]

Market Corrections Are No Reason To Panic

The speed at which stock prices have bounced from one direction to the other so far in 2014 has created a rather volatile scene.  In just the first 11 trading days of April, the S&P 500 initially gained 1.0% to a new all-time high, then lost 2.4%, gained 1.5%, lost 3.0% and gained 1.5%.  And […]

A Guide to Basic Estate Planning Documents

We are often asked about estate planning when discussing investments, retirement, and financial planning.  While estate planning should always be done through an attorney that specializes in this field, we thought it might be beneficial to discuss a basic guide that might help give some structure to the discussion.  Making provisions for what happens after […]

Investing Like a Smart Shopper

You’re a pro at getting the most for your money. You know the difference between quality and junk, and you scour the shelves for great products. As financial coaches to our clients, we strive to help them follow similar principals when selecting investments. Here are a few investment strategies that we employ to help our […]

Understanding Social Security Benefits

Social Security is a topic on many people’s minds these days and most retirees have questions about how and when they should begin taking Social Security benefits. This blog entry aims to answer some common questions about Social Security and educate you about the different options that may be available.

Can The Housing Recovery Continue?

The real estate sector has been one of the strongest pillars of the economic recovery. Low interest rates and major intervention from policymakers gave home buyers added incentives to purchase a home and sellers have benefited from rising prices and low housing inventories. Home sales have increased a cumulative 20 percent over the last two […]

Preventing Identity Theft

As you may be aware, identity theft is a growing problem that’s affecting more and more people everyday. Identity theft occurs when a thief uses personal information like your name, Social Security number, or credit card number to commit fraud or other crimes. According to FTC estimates, as many as 9 million Americans have their […]

9 Investment Pitfalls High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to sharp price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught […]