by Elliot Raphaelson | Jul 9, 2012 | Blog, Investing, Retirement
by Elliot RaphaelsonEven “expert” traders make mistakes.You shouldn’t expect every investment decision you make to be perfect. And when you are wrong, it’s best to recognize it and change course. You will be in good company. Even successful...
by Susan Hirshman | Nov 24, 2010 | Blog, Debt Management, Divorce, Estate Planning, Investing, Retirement
by Susan HirshmanAs I was driving the other day, the song … On the twelve days of Christmas my true love gave to me….came on the radio. It made me think – who really is our true love and what is it really that we want.Who really is our true love? Well, I...
by Manisha Thakor | Nov 1, 2010 | Blog, Retirement
by Manisha ThakorAre you worried about ending up old and poor?The Transamerica Center for Retirement Studies, a non-profit, private foundation, recently released the results of their 11th annual survey on retirement issues. The study is packed with eye-popping...
by Stacy Francis, CFP®, CDFA | Apr 28, 2010 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy friend who is a stockbroker wrote heaps of sell tickets for his clients back in December of last year. This may seem controversial, considering that finance gurus always advise us to sell high and buy low and it has been a long, long...
by Stacy Francis, CFP®, CDFA | Mar 3, 2010 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a new client last week; a woman in her early thirties eager to get started on her nest egg. A discussion of her financial goals and priorities revealed that she hoped the not-so-distant future would bring her not only a home of...
by Stacy Francis, CFP®, CDFA | Apr 17, 2009 | Blog, Marriage, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA woman approached me after maternity yoga last night. My husband is stoked about this child, she told me, and when my maternity leave is up, he would like to be a stay-at-home dad for a couple of years. I already know this means he won’t...
