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Category Archives: Trainer
Lessons to Learn from a Home Purchase Fallout
Those of you who read my blogs know that my wife and I have been fervently house hunting so we can have a place of our own. Well, about three weeks ago, we placed an offer and had it accepted … Continue reading
Posted in Buying a Home, Financial Planning, Trainer
Tagged association fees, condo owners, homebuyer, house inspection, pre approval, roof repair
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When Short Term Interest Rates Rise – What Should I Do?
One of the questions I ask the attendees of my workshops is, “Where do you think interest rates will be going in the future?” The overwhelming majority state that they feel rates are going nowhere but up. Now, I certainly … Continue reading
How Do I Start to Educate Myself About Investing?
Now that my wife and I have, for the most part, settled in our new hometown of Chicago, I have decided that my vacation from working out is officially over. So last week I actually completed my first full week … Continue reading
Should I Manage My Investment Account or Use a Financial Advisor?
If I had a dime for every time I heard this question – I would have a lot of dimes! This is actually one of those questions I feel shows that an investor has entered the introspective phase of their … Continue reading
What Will it Cost if You Delay Saving for Retirement?
The other day, I have to confess, I was in a very sour mood as I just found out my flight had been delayed (that never happens right?) and I was not going to be home for THREE HOURS. Why … Continue reading
What Should I Consider for My Bond Funds if Interest Rates Rise?
A question I seem to be getting lately is how I can hedge my bond investments against a rise in interest rates. For most investors, a diversified portfolio will hold either individual bonds or more often than not, bond mutual … Continue reading
Posted in Advanced Investing, Trainer
Tagged bond funds, bond investments, bond values, diversified portfolio, interest rates
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Should I Consider ETFs in My Portfolio?
Part 2
A couple weeks ago I touched on some of the reasons why an investor might consider using Exchange Traded Funds (ETF) in their investment portfolio, so this week I will take a look at some common mistakes that people make … Continue reading
What Should I Consider When Taking My RMD?
I was doing some workshops for a group of pre-retirees (talk about envy!) and we were going over a lot of the basic questions that group often has, how do I know if I have enough money, how do I … Continue reading
Should I Consider ETFs in My Portfolio?
Part 1
Lately in my live workshops I have been getting these two questions, “What are ETFs?” and “Should I consider them for added diversification?” These are good questions and tell me more people are educating themselves about different financial instruments and … Continue reading
What are the Minimum Documents I Need for a Basic Estate Plan?
The other day I was spending some quality time with a very good friend of mine, enjoying the nice spring weather and having a great time talking about various topics, when as often happens the cell phone rings. After seeing … Continue reading
Posted in Estate Planning, Trainer
Tagged beneficiary, estate planning, estate planning documents, health care directive, POA, will
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