by Kelsea Rounds | May 14, 2013 | Financial
Karl and Jenny retired and sold their home to move to a warmer climate. They were looking forward to full-time fishing, golfing, and gardening, as their new southern home was near a lake and on a golf course. Two years after their move, they called us to help...
by Kelsea Rounds | Apr 29, 2013 | Financial
Jake was a highly successful upper-level manager in the automotive business. He was the manager of a very large division and well-respected. His whole identity and self-worth were related to his position at work. Jake was a workaholic. He worked long hours and had no...
by Kelsea Rounds | Apr 22, 2013 | Financial
How would you feel if you retired and then learned that you had been deceived all of your investing life? Are you ready to take control and learn more about investing? First, answer these four investment questions: Do you know your “real investment...
by Kelsea Rounds | Apr 15, 2013 | Financial
Turnover is the frequency of the buying and selling rate within mutual funds and individual stocks. Every time there is a transaction inside your mutual fund, costs are incurred—whether you have approved the sales and purchases or not. Active money managers who buy...
by Kelsea Rounds | Apr 8, 2013 | Financial
Janice is 63 and scared. She is frustrated about the possibility of Social Security changing. Having terrible experiences with the returns of the retail investments in her employer’s 401(k) retirement plan, Janice now sees even more potential trouble ahead for her...
