Given the natural break that a new decade provides, we’ve been looking back over the last ten years to see where we’ve come from and where we may be headed …
Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners
Happy New Year! Well, 2020 has started off with a bang if you’re the owner of an IRA. On December 19th, Congress passed a spending bill that includes seismic changes …
Relationship Referee to the Rescue
When GPS first hit the scene, you know, that voice in the car that tells you where and when to turn, relationships were changed forever. No longer were spouses engaging …
The Breakeven Analysis: Becoming a Cowboy
Predicting the future is hard. When I was a kid, I was going to grow up to be either the quarterback for the Dallas Cowboys or a semi-truck driver. It …
The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
REAL Risk 101
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …
Sobering Statistics For Women, Maybe More So For Men
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …
How An Election Affects Markets
It’s too early to start discussing the 2020 election. That said, I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While …
Building Your Money Machine
I’m admittedly not much of an inventor. If there’s a need to create something from nothing, there are brighter minds out there than mine. On the other hand, when I …