by Michael Lecours | Jan 19, 2017 | Retirement
US News recently made several good points in the following article: When You Do Everything Right But Your Retirement Plans Go Wrong I would add that a financial plan should be reviewed on a regular basis regardless of what’s occurring in the market. The analogy we...
by Michael Lecours | Jan 18, 2017 | Finding Confidence, Investment Behavior, Personal Development, Retirement, Rule of Thumb, Saving
The following article examines five young people and their financial plan (more like their lack of planning). They are then offered some preliminary advice about how to improve their situation. Unfortunately, in every case I found the advice to be overly...
by Michael Lecours | Jan 17, 2017 | Investment Behavior, Investment Strategies, Uncategorized
How many times have you seen that headline? How many times did it spur you to read an article and even take action? Well respected publications are famous for putting together these kinds of lists. The odd part is that every month, week, or even day that list changes....
by Michael Lecours | Oct 31, 2016 | Personal Development, Saving for College, Uncategorized
What should you do if you have extra money in a 529 College Savings Plan? Perhaps it’s left over funds used to pay for a child’s education or perhaps the child has opted not to go to college. The common options are to change the beneficiary (to a different child or...
by Michael Lecours | Oct 14, 2016 | Finding Confidence, Investment Behavior, Retirement, Saving, Saving for College, Uncategorized
“ I want to save for retirement, but I can’t afford to do so right now.” This is a common complaint we hear, especially with our younger clients. They are dealing with debts, saving for their children’s education, and even helping to take care of their aging parents....
