“A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry With Father’s Day coming soon, I reflect as a father, and a son, on the opportunity I have to help my children have a better life. So I thought I would offer some life-changing advice. Here it is: “A goal without a …
Retirement
Are Women Better Investors Than Men?
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 …
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 …
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
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 …
Where is My Old 401(k)?
Almost 12.5 million Americans change jobs every year, according to Retirement Clearinghouse via Forbes, and have to figure out what to do with a company-sponsored retirement account. If you are like a lot of people, most of your job changes have come at a hectic time. Either you left on your own because of a …
