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wall street journal feb 2019

Quote Of The Week: Why Tapping Your Nest Egg May Require Expert Help

“Tapping a nest egg is among the most important and difficult tasks we all face in retirement. Simply put, your money needs to last as long as you do. Yes, there are tools that can help do-it-yourselfers. … But I would argue that this is one place where a good adviser is invaluable.” Glenn Ruffenach, […]

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Quote Of The Week: With High Quality, Low Price, Getting Into Florida Universities Becomes More Challenging

“Every year it gets harder and harder to get into schools in Florida. It’s because the schools are fantastic and out-of-state-schools are very expensive.” Dave Arnott, parent of a student at Cypress Bay High School in Weston, Florida, as interviewed in Admission to UF, FSU, other state universities may depend on where you attend high school, […]

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Quote Of The Week: The Year That Nothing Worked

  “If 2017 was the year that everything worked then 2018 was the year that nothing worked.” Ben Carlson CFA, A Wealth Of Common Sense blog, January 8, 2019 Asset allocation “quilt” charts, like the one here put together by investment blogger Ben Carlson, can help us make sense of the markets. This chart shows […]

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new years resolutions

Quote Of The Week: Be Smarter With Your Money In 2019

Resolving to do better with your money in 2019? Here’s money maven Jill Schlesinger’s advice: “If you don’t know how the cash is coming in and out of your household, it’s hard to make informed decisions about your financial life.” We agree. A good starting point is understanding cash flows – what you’re making, what […]

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glass half full half empty

Is The Glass Half Full Or Half Empty?

“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel, Collaborative Fund, an investment company providing funding to companies based on creativity and collaborative consumption. Our Takeaway: In times of market turmoil, do yo see the glass as half full or half empty? Successful investors look at opportunities as well as […]

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benefits pro out on a limb

Quote Of The Week: Millions Of Americans One Medical Emergency Away From Financial Ruin

“With more than 50 percent of U.S. households having less than $1,000 in savings and more than half of the workforce having a deductible greater than $1,000, millions of Americans are a bad stubbed toe away from financial ruin.” Dave Chase of Health Rosetta, as quoted by Dan Cook, “Out on a limb: Predictions for […]

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banana special

Quote Of The Week: Why Health Care Billing Is Totally Crazy

When his wife was told by her physician to get a routine medical diagnostic test, employee benefits consultant Carl Schuessler went to work comparing prices at medical facilities near his Atlanta, Georgia home. What he learned about medical pricing totally blew him away. Prices ranged from $450 to over $3,000 for the identical procedure. Some […]

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Quote Of The Week: You Can’t Afford To Skip This Ride

“Real risk lies in how we respond to the ups and downs in the market. Just because an investor doesn’t like the ups and downs of the stock market doesn’t mean that she can afford to skip the ride if she wants to meet her goals.” Ben Johnson, CFA, Director of Global ETF Research for […]

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Quote Of The Week: When Helping Adult Kids Hurts Your Retirement

“Parents are spending $500 billion annually to support their adult children — two times the amount they’re contributing toward their own retirement savings.” Betsey Guzior, “Parents contribute more to adult kids than retirement savings,” The Business Journals, October 4, 2018 The Takeaway: Almost 80% of parents provide some financial support to their grown kids ages […]

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internet of things

Quote Of The Week: The Internet Of Things

“There are more devices connected to the internet now than there are people on the planet.” Greg Ruppert, Cybersecurity expert Senior Vice President, Financial Crimes Risk Management, Charles Schwab & Co., Inc.

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