David's Family Finance

Should You Spend Money? Keep Perspective

When we are in the accumulation years of our lives, our goal is to acquire as many assets as we can. Initially, it’s for our first home, then to start a family, then for college, and then for retirement. Each and every stage of life brings a new financial hurdle to save and budget for, and for many retirees, that good old habit dies hard. But it’s important to take a step back, look at those things that bring you happiness, and your retirement budget, and find a middle road. [...]

All IRAs Are Not Created Equal

In my opinion, the financial world is not a place to paint in broad strokes, but many do. And unfortunately, investors often do not have the information necessary to understand the differences between similar financial vehicles and strategies. Case in point: in a recent TIAA survey, 56 percent of respondents reported that there is no difference between one type of IRA account and another. [...]

Is Your Investment Portfolio On Thin Ice?

Imagine yourself in the middle of a cold, frosty ice-covered lake. Not solid ice... I’m talking about thin ice that is beginning to crack. What is your best move? Even if you haven’t found yourself on thin ice (literally) we’ve all seen the videos of cold-water rescuers sliding along the ice on their stomachs, distributing their weight over a wide area. [...]

Financial Fitness For 2017 And Beyond

Those questions, although simple, are critical to doctors. They use those questions to establish a baseline for how they will conduct the rest of the appointment and their advice and recommendations moving forward. An appointment with your financial planner works the same way. There are specific things about your life, your spending habits, and your future plans that are critical to the plan that your advisor will lay out for you. [...]

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