by Jeff Helms | Sep 1, 2015 | Retirement planning, Wealth Management, What We're Reading
Even the wealthy aren’t immune to worrying about retirement. That was the conclusion of a new study released by the LIMRA Secure Retirement Institute, which found that less than half of people making upwards of $500,000 a year were “strongly confident”...
by Jeff Helms | Jul 20, 2015 | Retirement calculators, Retirement planning, Wealth Management
What do you plan to do when you retire? What type of lifestyle do you desire? Have you spent time identifying your spending goals and key concerns? If these questions are on your mind, then it is time for you to learn the difference between your portfolio...
by Jeff Helms | Jul 7, 2015 | Investing Strategies, Wealth Management
Stocks are up modestly this year, and they remain near all-time highs. It has been more than three years since the S&P 500 has declined 10% or more from its highs, and sooner or later, we’ll see a correction. This presents a great time to review some...
by Jeff Helms | Jun 25, 2015 | Retirement planning, Wealth Management
When it comes to investing for your retirement, simplifying things can go a long way toward your peace of mind. So let’s boil things down into a simple retirement plan you can follow to ensure you won’t outlive your retirement assets. Retirement...
by Jeff Helms | Jun 23, 2015 | Retirement planning, Wealth Management
For many people, the goal in life is to accumulate wealth, retire comfortably and provide a significant inheritance to all heirs. How to save and plan for your retirement along with the inheritance you’d like to leave your heirs is where it can get murky....
by Jeff Helms | Jun 2, 2015 | Financial Planning, Investing Strategies, Retirement planning, Wealth Management
When we were all kids, we were told to wear hats in the winter, because you lose most of your body heat through your head. It turns out that’s not true. Studies have shown that you lose the same amount of body heat everywhere. So much for conventional...
