You’ve been working hard your entire adult life and you’re finally nearing retirement. The prospect of having more time to relax and enjoy yourself is exciting, but you’ll need money to do that.
As you wrap up your peak earning years and prepare to step away from the workforce, it’s important to make smart money moves that will protect your nest egg. All it takes is one poor financial choice to throw a wrench in your plans — and financial stability — so take the time to make informed decisions.Read More
Chris Mamula, from Can I Retire Yet?, wrote an interesting article about avoiding retirement regrets.
‘Regret almost always occurs as a result of a decision we made. “If only I’d made this decision, or hadn’t made that one….everything could have been different.”
In his book, The Power of Regret, Daniel Pink argues that we should look backwards at our regrets to help us make better decisions moving forward. Our regrets are like a photo negative of the ideal life we picture living.
Many of us ponder two key questions as we contemplate one of the biggest decisions of our lives. Can I retire yet? Should I retire? ‘
Dimensional Founder David Booth shares his perspective on the value of professional advice. In an uncertain world, financial advisors help you make informed decisions to pursue your goals.Read More
Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.Read More
Experts are divided on where the crypto market will go in 2022, with fans saying the digital asset is the future of finance, and skeptics insisting it’s a bubble ready to burst.
But there’s one thing they can all agree on: We’ll all still be talking about crypto next year.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Dimensional Regional Director Scott Bosworth discusses the impact emotions can have on an investor’s portfolio, citing research and examples from a recent client event. Watch the video from DFA here: https://my.dimensional.com/video/2423/implications-of-investor-behaviorRead More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
At the moment, having had COVID-19 isn’t a threat to getting life insurance or a reason to be charged more for a policy. But those breaks will end, possibly soon, and lead to denials of coverage or higher rates for some survivors of the virus.Read More