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News and information about preserving your life savings

Reflecting on the Retirement Journey After Climbing Mount St. Helens

Planning for Retirement
Preparation, a trusted guide, and perseverance—all made a significant impact as my wife and I climbed the majestic Mount St. Helens. Since one has to purchase permits many months in advance, we picked August 2 nd for the big day. For those who live outside the Pacific Northwest, early August usually ensures a high probability that it will be warm a...
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125 Hits

A Bear Encounter in Real Life

​ It's been several years since we have seen anything close to a bear market, as defined by a 20% or greater decline in equity prices. Sure, there have been a few 10% corrections, but volatility has been pretty low, and stock market gains have been pretty consistent. So, are we "overdue"? In many ways, that's an invalid question. If history is our ...
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  1390 Hits
1390 Hits

Thankful Thinking

Just as it's best to engage in year-round tax planning instead of waiting for April Fool's Day, we'd probably all be better off if we maintained a continuous "attitude of gratitude." Still, it doesn't hurt to have at least one day of the year officially dedicated to being thankful, to remind us of what we should be practicing all the time. Better l...
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  1255 Hits
1255 Hits

Retirement Planning in Death Valley

Every so often, I think it's good to get out and gain a fresh perspective on life. That's one reason I decided to attend this year's Financial Advisor magazine's retirement symposium in Las Vegas, where it would be hard to find a climate more different from my usual surrounds in the Columbia River Gorge. In addition, Nick Murray, one of my favorite curmudgeonly financial commentators, was a keynote speaker on a theme high on my list of professional interests: Helping families achieve and sustain a desirable retirement. Retirement Planning – Las Vegas Style? During the symposium, I had the opportunity to...
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  11321 Hits
11321 Hits