by Michael Lecours | Jan 19, 2015 | Retirement, Uncategorized
Money Magazine recently wrote a great article about happiness and retirement. Here are a few key take-aways: People rate happiness highest in their teens and twenties. Then it drops down between their 30’s and 60’s. But it rises again in retirement. The age at which...
by Michael Lecours | Jan 18, 2015 | Asset Allocation, Investment Strategies, Retirement, Rule of Thumb, Uncategorized
Research out of Investment Company Institute found that 11% of investors have not rebalanced their investments in the last five years. As the US stock market continues its bull run, the value of US stocks represent a larger and larger portion of the portfolio. All of...
by Michael Lecours | Jan 17, 2015 | Saving, Uncategorized
Our clients ask us on a regular basis what they should be doing to reach their financial goals. This piece helps to break the big tasks down based on age. It’s a good place to start if you or someone you know is trying to build a plan for reaching their goals. A...
by Michael Lecours | Jan 16, 2015 | Cash, Retirement, Rule of Thumb, Uncategorized
NU Retirees: For over a year, the interest rate for the Fixed Account in the 401(k) plan at Fidelity has been declining. The decline has continued into 2015 with the rate reducing from 2.25% to 2.0%. As we have mentioned in the past, we now view the fixed account as...
by Michael Lecours | Jan 9, 2015 | Saving, Uncategorized
If you’re like the average American who regularly buys coffee, you spend close to $1100 a year on coffee (Source). That breaks down to about $4 a day, every weekday. Over time, that really adds up. At the end of 30 years, you’ve spent over $30,000 on coffee. Talk...
by Michael Lecours | Nov 25, 2014 | Politics & the Economy, Uncategorized
Sometimes you’re caught off guard about a developing issue in the world and need a good primer to catch up with everyone else and understand the impact of new developments. If that sounds familiar, bookmark this site Bloomberg’s Quick Takes
