Do you and your spouse disagree on investment strategy? If you are like a lot of married couples, the answer is probably “Yes.” And, there’s a reason. As with many things, men and women come at investing differently. But who is better at it? Fidelity investments recently did some research and put data to the …
Archives for May 2018
Why Would I Roll Out of My 401(k)?
Many people wonder why they would ever roll out of their 401(k) into an IRA. Whether it’s a good idea or not depends on the details of your situation. If you work with an advisor who has extensive training in all aspects of retirement planning, like a CERTIFIED FINANCIAL PLANNER™ professional, and your advisor represents …
How to prepare for a stock market crash
I often get the question from friends and clients: “What should we do about the coming market crash?” The long-term clients I’m blessed to work with already know my answer: “Nobody can predict a ‘coming crash’ so we need to own investments that are consistent with our three-year and longer goals. By doing that, we …
Richard Dunn is now a CERTIFIED FINANCIAL PLANNER™ professional
After a long period of study and successful completion of six different examinations, I am proud to say that I am now a CERTIFIED FINANCIAL PLANNER™ professional. So as you, your family or friends begin to wonder about the transition to retirement and you’re looking for advice, here are three good suggestions about what to …
Richard Dunn is now a CERTIFIED FINANCIAL PLANNER™ professionalRead More
Aren’t I Too Old for Life Insurance?
Growing up on the farm, we would get a surprising number of unwelcome visits from insurance salesmen. One of the least complimentary things you could say about somebody was that they reminded you of a life insurance salesman. Of course, times change. I now have extensive training in life insurance and understand what a useful …