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Tag: Learning

Getting Your Kids in the Investing Game

Posted on September 14, 2020March 20, 2021 by Jonathan

Set your children up for a strong financial future by teaching them how to invest.

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Scratching a “Risk” Itch

Posted on April 27, 2020 by Jonathan

As I’ve mentioned in the past, investing can be a great way to grow your nest egg. With a good understanding of your risk appetite and your goals–both long-term and short-term–you can make investment decisions that can put your money to work for you. However, making cautious investment decisions can seem boring at times, especially…

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Retirement Today Will Be Different From Retirement Tomorrow

Posted on August 7, 2019 by Jonathan

I cannot predict the future, but I am very, very comfortable in saying that retirement will be different for future generations that it is for current retirees (and those about to retire). As to how different, I don’t know, but as with many things, it will change with each future generation as it has for…

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Sometimes Finance Is More Than Just Numbers

Posted on August 5, 2019 by Jonathan

As you are probably well aware, not everyone understands finances. Some people just have a natural ability to understand the intricacies and formulas involved in finance and economics (chances are they’re probably good at math overall). The formulas out there regarding how much you should withdrawal for retirement alone can be downright tricky and confusing,…

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Did You Meet Your Financial Goals in 2018?

Posted on December 31, 2018 by Jonathan

It’s the last day of 2018, which means it’s the perfect time to reflect on how the past 365 days went financially. What were your financial goals at the beginning of the year? Did they change over the 12 month period? Did you meet most, if not all, of your goals for the year? What…

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When Investing, Your Past Is Your Future

Posted on July 11, 2018 by Jonathan

If you have used the markets to grow your nest egg and finances, how did you react to gains and losses? What did you do and how did you feel after market fluctuations? As with anything you interact with, your past actions and experiences with markets and investing can shape how you handle markets ups…

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Why Financial Literacy Is So Important

Posted on June 19, 2018 by Jonathan

If you want to take an active role in your retirement and financial planning, you need to be financially literate. You need to understand where your money is going, what is happening with the money you are saving, and what you need your money to do for you in the future. This is where financial…

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The Importance of Learning From Your Retirement Planning Mistakes

Posted on January 20, 2018 by Jonathan

Planning and saving for retirement is a journey. During that journey you will most likely make a few mistakes that you will hopefully learn from and move on. Even if you plan everything out and seek professional advice, you can still make mistakes. Maybe you made an investment that didn’t quite pan-out like you hoped…

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