© 2018 by California Educators.

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February 25, 2020

Focusing on Your Strategy During Turbulent Times.

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

This impatience also manifests...

February 10, 2020

See if you are prepared to begin your retirement by answering four key questions.

How do you know you are psychologically ready to retire? As a start, ask yourself four questions.

  

One, is your work meaningful? If it is emotionally and psychologically fulfilling, i...

January 31, 2020

Things you can do for your future as the year unfolds.

                       

What financial, business, or life priorities do you need to address for the coming year...

January 13, 2020

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

    

April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual...

November 26, 2019

Most people just invest for the future. You have a chance to do more.

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know t...

November 19, 2019

One study asserts that these relationships can make a difference for investors.

What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.

  

Vanguard’s...

November 7, 2019

What steps might help you sustain and grow your retirement savings?

“What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed f...

October 22, 2019

Here are some things you might consider before saying goodbye to 2019. 

What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you w...

October 10, 2019

Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, fro...

September 24, 2019

What you need to know.

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1

...

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