Retirement Planning

Predict the Markets

We've posted some of David Hultstrom's thoughts before and here we go again since he says "Feel free to pass…

1 year ago

Warren Buffett Estate Planning Advice

Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…

1 year ago

Sometimes You Must Say No

Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…

1 year ago

Control: Why People Do What They Do

Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…

1 year ago

Fear: Why People Do What They Do

Fear is a powerful motivator. The Bible tells us to fear not. Stonewall Jackson (and others) are attributed as having…

1 year ago

Why People Do What They Do?: Honoring Traditions

Tradition can be a powerful motivator. Traditions can be like laws, meaning the group following them will not accept any…

1 year ago

Why People Do What They Do?: A Desire for Certainty

This is the first in a series of posts exploring why people do what they do. In this post, we're…

1 year ago

Thoughts on Advance Planning with Inherited IRAs

If you're concerned about protecting your resources, here are a few thoughts on how to protect Inherited IRAs. First, define…

1 year ago

Why performance is not a good indicator when selecting a financial advisor

David E. Hultstrom, President of Financial Architects, recently explained why past-performance is not a great way to evaluate financial advisors.…

2 years ago

OFR Expands Its Financial Instrument Reference Database to Help Identify Inconsistencies in Financial Terms

Today the Office of Financial Research announced that it added a third data source to it's Financial Instrument Reference Database.…

2 years ago