You are on the verge of age 65 and you are not sure what to do with Medicare? Ask yourself these four questions and you will be better off. Just a quick reminder — Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and people […]
Archive | Retirement Planning
2 Reference Points Can Help You Assess Your Investment Risk Tolerance
By Michael Wroblewski, CFP® on January 20, 2015 in Long-term Investment Strategies, Retirement Planning
It is time to examine your risk tolerance or risk aversion once you’ve decided upon your investment horizon – short, medium, or long-term. Where do you start? As a rule of thumb, the longer your investment horizon, the greater volatility (ups and downs) you can weather in your portfolio. Conversely, if the horizon is short, […]
How Should I Invest My Money?
By Michael Wroblewski, CFP® on January 13, 2015 in Long-term Investment Strategies, Retirement Planning
One of the first questions clients ask is how they should invest their money. I think they expect me to give them a secret recipe. There is so much noise in the media about how to invest that I can understand their frustration. The market is up, its down, hot stocks – it can be […]