Monthly Archives: May 2013

The Market at a Record High: Now What?

Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high?  Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing:  fear and greed. Greed I’m amazed how we tend … Continue reading

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Why 2013 is Different

Tweet Here we are into month five of 2013, and many folks out there have no idea how this year is any different than 2012. The bad news is that this tax year is much different than years past.  Provisions put into place by The American Tax Payer Relief Act of 2012 will impact the taxable bottom line of almost all taxpayers. … Continue reading

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Posted in Fee-Only Financial Planning, Retirement, Savings, Taxes | Tagged | Leave a comment