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Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio

Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio From: smartasset.com 60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60%…

David H. Morgan on KOOL 100.9 FM

David H. Morgan describes REAP on KOOL 100.9 FM at the Senior Health & Wellness Expo: https://retirementestateplan.com/wp-content/uploads/audio/DavidMorganInterview-SeniorExpo.mp3 We at REAP, LLC. are proud to have helped many families and individuals…

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Better Way to Check Portfolio Risk

Better Way to Check Portfolio Risk From: financial-planning.com There’s a perception that strong portfolio performance naturally comes at the price of higher volatility. But what if achieving strong performance with…

Mortgage Mistakes That Cost You Thousands

…a very costly mistake. Not Shopping Around There are a lot of common mortgage mistakes that people make, but one of the most common is not shopping around. Many people…

S&P 500 Returns Over The Last 40 Years

S&P 500 Returns Over The Last 40 Years From: linkedin.com 11.6% per year over the past 40 years — you’re free to have your own feelings about investing in the…

Best Ways You Can Make ‘Aging in Community’ Your New Reality

…the neighborhood you prefer, for example. Independence One of the biggest perks of aging in place is that you’ll be in a comfortable environment and free to live your life…

5 Ways to Improve Your Retirement Finances in 2020

…Advisors in Laguna Hills, California. “It’s time for a fiscal examination and comprehensive planning to make sure your investments are aligned with cash flow and budgets.” Many people don’t think…

Money Conversation with Your Kids 

…of these changes so that they can be prepared and less likely to worry that you are struggling financially. Set Them Free Children who are financially dependent on you may…

Little Sign of Recession Risk in 2016

Little Sign of Recession Risk in 2016 From: etftrends.com A recent CNNMoney survey of economists pegs the odds of the U.S. entering a recession this year at 18%. Considering the…

Estate Planning for Retirees

Estate Planning for Retirees From: theamericanretiree.com As you approach retirement, your estate plans may differ from those during other stages of your life. During retirement, a comprehensive estate plan must…