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 …
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Have I Saved Enough for Retirement?
The answer to this question is the same as to many financial planning questions: “It depends.” It depends on how much you’ve saved so far and how much you will need to spend during retirement. But if you are like most Americans, the answer is “no.” A recent survey by GOBankingRates found that 42 percent …
Why Don’t I Trust My Advisor?
If you’ve ever wondered about whether to trust your financial advisor, you are not alone. Only one in three people are confident their financial advisor always puts their interests ahead of the advisor’s, and about half of people think their advisor has not been clear about costs and fees of services. These are the findings …
Four Great Money Myths Revealed
Many of us never got any formal financial training, so there’s a lot we think we know that we don’t actually know. As Mark Twain once put it, “It’s not what you know for sure that gets you in trouble. It’s what you know for sure that just ain’t so.” So let’s look at four …
How to Guarantee Your Child a Full-Ride College Scholarship
After one of the most exciting tournaments in recent memory, March Madness has sadly come to an end. If you’re like a lot of parents, watching the men’s college basketball tournament can give you dreams of watching your kid earn a full-ride college scholarship in their favorite sport. But the odds of that are slim …
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