Financial planning
How To Become A Happy Retiree
Submitted by S. F. Ehrlich Associates, Inc. on May 15th, 2017
May 15, 2017
Writing in MONEY.com, Nancy K. Schlossberg, a professor emerita of counseling and personnel services at the University of Maryland, reiterates the words of Coughlin: “Succeeding in retirement is about more than money.”1 As part of her new book: Too Young to Be Old: Love, Learn, Work and Play as You Age, Schlossberg groups retirees into six paths. “Any of these routes can be right for you (with one exception), and thinking about retirement this way can help you get comfortable with your new identity.”
Apps That Can Save You Money
Submitted by S. F. Ehrlich Associates, Inc. on May 15th, 2017
May 15, 2017
If you have a smartphone, you’ve probably used it for all the obvious tasks: phone calls, text messaging, e-mail, FaceTime, directions while driving (or walking), etc. In addition, the reporters at MONEY Magazine have identified their top apps1 to save you money while shopping. Click to read more.
Ransomware: Do You Ever Think You're Being Watched?
Submitted by S. F. Ehrlich Associates, Inc. on March 31st, 2017Stan's World: The Trump Presidency and Your Portfolio
Submitted by S. F. Ehrlich Associates, Inc. on February 16th, 2017Should You Care About the Fiduciary Rule?
Submitted by S. F. Ehrlich Associates, Inc. on February 16th, 2017
February 16, 2017
We haven’t devoted much space in these pages to a discussion about the fiduciary rule, primarily because we are fiduciaries. In brief, a fiduciary is a professional who provides financial advice in the best interest of their clients. A fiduciary can never recommend a service or product knowing that it’s not necessarily the best fit for their client’s individual needs. In fact, the professional organization that we belong to, the National Association of Personal Financial Advisors (NAPFA) dictates that a requirement of membership is that we are fee-only planners, who don’t receive any other income (i.e., sales commissions).
Stan's World: It's Prediction Time! Or Is It...
Submitted by S. F. Ehrlich Associates, Inc. on January 3rd, 2017
January 3, 2017
Happy New Year! Best wishes for a healthy, happy, and prosperous 2017.
As the year drew to a close, we moved into the prediction silly season. In an often futile attempt to predict and outsmart the markets, print, on-line, and television media were filled with pundits predicting the markets will go up (or down); interest rates will rise (or fall); housing prices will climb (or drop); and on, and on. It’s an inevitable occurrence.
Thus, I think it’s only fitting that I make at least one prediction, a prediction I am confident has a 100% probability of occurrence. Unfortunately, I’m unable to tell you the date when it will occur, as my predictive powers are somewhat limited.
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