Wealth Management Tips

Posts on wealth management tips

Blocks showing growth

Beginner To Advanced Investing Strategies | What’s Best for You?

Does everything you need to know about investing really fit onto one side of a cocktail napkin as touted by more than one wildly famous financial author?   Well, the answer depends on:  Your personal wealth plan How long you have to save and invest  Your net worth How much money you need to retire …

Beginner To Advanced Investing Strategies | What’s Best for You?Read More »

couple over 50 working together

How To Account For Inflation In Retirement Planning

  Inflation is a lurking but serious danger that can destroy your ability to live well in retirement. In this article, I’ll explain why inflation matters and how to account for inflation in retirement planning. It’s easy to overlook the impact of inflation. That’s because we all tend to focus more on current if not …

How To Account For Inflation In Retirement PlanningRead More »

couple fulfilling their dreams through their stock market returns

Stock Market Return 2010 through 2019 and Why You Care

Stock market returns by decade are often used as markers for measuring past performance and estimating future performance more reliably for retirement planning purposes. And we all know that stock market gains can be excellent passive wealth builders in most decades, so let’s see what happened last decade, and how can we use that data …

Stock Market Return 2010 through 2019 and Why You CareRead More »

How to Manage Risk in the Stock Market

How to Manage Risk in the Stock Market

Managing risk in the stock market becomes more important than ever after age 50. We all learned this from the “lost decade” when the stock market (S&P 500 index) had an annualized negative return of 2.72% (excluding dividends) in the first 2000 decade.   If you’re wondering how to manage risk in the stock market, being aware of your risk, …

How to Manage Risk in the Stock MarketRead More »

5 Holistic Steps to Manage Your Wealth (As the Leader)

  Updated May 2020 You may find yourself in the fortunate situation of having wealth, yet you may feel uncertain about how to manage wealth, having never really been wealthy before now. Taking care of your wealth is sort of like parenting. You don’t know how until you’ve already done it but you feel like …

5 Holistic Steps to Manage Your Wealth (As the Leader)Read More »

Should All Your Investments Be in One Place?

In my own investing and working with financial coaching clients, I know the complexity that can come with having multiple investment accounts at different places. Should all investments be in one place, though? The easy answer is that you should use as many investment firms as you need to meet your needs, including keeping your …

Should All Your Investments Be in One Place?Read More »

How Much Of My Net Worth Should Be in Cash (Liquid Net Worth, Cash Percentage)

Updated May 29, 2019 Deciding how much of your net worth to keep in cash is a huge part of managing risk while building wealth. The simple formula to figure how much of your net worth should be in cash is the amount you need to cover all your monthly expenses multiplied by the number …

How Much Of My Net Worth Should Be in Cash (Liquid Net Worth, Cash Percentage)Read More »

Wealth Management Tips for Everyday Investors

Managing your wealth is like raising children: You don’t know how to do it because you’ve never done it. By the time you know how to raise children, the kids are grown. Managing wealth is similar. Here are 9 wealth management tips that will help you keep and grow your money while enjoying the journey. Don’t …

Wealth Management Tips for Everyday InvestorsRead More »