Living the dream: Non-financial aspects of retirement
Many people have a great image of what retirement will be like. Justus Morgan’s column explores the non-financial aspects of retirement.
The allure of higher interest rates
Prudent investors realize they must hold a variety of assets that perform differently in changing economic conditions. Read more of Justus Morgan’s monthly column
Follow the plan
Worried about what to do when the market fluctuates? Follow your plan. The answer is easy but the discipline to do so isn’t always. Read Justus Morgan’s column for more.
Long-term care misconceptions
Long-term care can be complicated. Make sure you understand the common misperceptions. Read more about this topic in Justus Morgan’s To Your Wealth Column.
In search of higher returns
Trying to out perform the market is not supported. Read Justus’s latest Racine Journal Times article to learn more about the reality of the shrinking alpha.
Great reads for busy parents
Get comfortable speaking to your children about handling money. Read Justus’s June Racine Journal Times column.
Social Security benefits for spouses
Do you know the Social Security benefits your spouse is entitled to? Find out here.
Living the dream – understand the non-financial aspects of retirement
Too often the focus of retirement planning is on how much money you have saved and whether you’ll have enough to live on for the rest of your life. While this is important (considering the average 55 year old has only saved $109,000 for retirement), it also ignores some of the other issues to consider…
Finding your purpose in life
Justus Morgan is a guest columnist in the Racine Journal Times. This month his article looks at the encore stage of life and the opportunities for discovering or revitalizing a sense of purpose it presents.
Risky business: risk tolerance vs. risk capacity
Is it more important to eat well or sleep well? I’ve heard this question used to describe the trade-off between earning higher returns or having less risk in your investment portfolio. While there are many factors that go into selecting the right investment mix, the two I most often see confused are risk tolerance versus…