One of my favorite movies of all time is UP. The story is about an older man who is on a journey to save his property from developers who want to tear down his beloved home. At one point in their travels this gentleman and his boy scout companion encounter a talking dog.
True Wealth Values - Are you distracted by the squirrels?
Topics: Build True Wealth, Investing, From John's Desk
You've been dedicated to your career - loved your job - but recently you're not so sure the hours or stress are worth it.
Topics: Retirement
Are you planning for Taxes in Retirement?
Topics: Taxes and retirees
Don't Talk to Strangers -Advice for the Identity Theft Era
America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities, the pandemic has seen scammers getting more creative than they’ve ever been.1
Topics: identity theft
True Wealth Values - Live with a Spirit of Gratitude
Human nature is so interesting! I love to watch people, and I love to see their reactions as they are going through life. When they’re at Walmart (that’s interesting!) Out grocery shopping. With family. As you observe people in various situations you see all types of emotions and reactions.
Topics: Build True Wealth, Investing, From John's Desk
Are you a risk-taker or do you play it safe? Do you jump out of airplanes for fun or is getting an extra serving of sprinkles on your soft serve your idea of risk? Each of us can look at our behaviors and determine whether the life we lead is high-flying risky or plain-vanilla safe. But can we do the same for our investments? Can you look at the stocks or funds you own and get a good idea of how risky your portfolio is? The answer is probably no.
Topics: Financial Planning, Investments and risk, tolerating risk
We live in a "do it yourself" world. There are television networks and countless websites dedicated to learning how to "DIY" tasks that previously one would pay to have done for them.
Topics: Investing, Investments and risk
True Wealth Values - Use your Resources Wisely
Topics: Build Wealth, Build True Wealth, From John's Desk
Today we’re taking a look at the important topic of Risk in your investment portfolio. What do you need to know about investment risk? How can you be sure that you have the right amount of risk in your portfolio?
Topics: Investments and risk, tolerating risk