Author: Richard Schultz

Understanding our Short-Term Market Indicator

By: Richard Schultz Apr 11, 2019

Short Term Indicator

The Short-term Indicator gauge is updated every Monday morning and reflects our reading of the stock market at that point in time. 

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Why being unique is the best investment strategy

By: Richard Schultz Oct 08, 2018

Being a copycat won’t serve you in life, and it won’t help in investments either! Your unique situation changes how you invest, so adopting someone..

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Understanding our Short-Term Market Indicator 

By: Richard Schultz Mar 26, 2018

Short Term Indicator

The Short-term Indicator gauge is updated every Monday morning and reflects our reading of the stock market at that point in time. 

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How Much Income Will You Need During Retirement?

By: Richard Schultz Jan 02, 2018

How much will you need when you retire?

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4 Financial Planning Tips for Recent Widows

By: Richard Schultz Aug 22, 2017

Of all the life events women experience, none are as transformative or stressful as losing a husband. There are no words to express the emotional..

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How Long Will My Retirement Money Last?

By: Richard Schultz Aug 22, 2017

When creating a financial plan, many investors focus on their retirement “number” – the amount of money they need to save to be able to retire...

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Getting Ready to Retire Checklist for Executives and Professionals

By: Richard Schultz Aug 22, 2017

As an executive or professional, preparing for retirement is what you’ve been doing since the day you started contributing to your first 401(k) or..

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5 Things to Know About Timing Your Social Security Retirement Benefits

By: Richard Schultz Aug 22, 2017

Here’s an important thing to keep in mind about Social Security retirement benefits: it is a government program, meaning that it almost by definition..

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Planning for Your Retirement Healthcare Needs

By: Richard Schultz Aug 22, 2017

Nothing can devastate a carefully-considered and executed retirement plan faster than unexpected health care costs.

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Should You Have a Gifting Strategy as Part of Your Estate Plan?

By: Richard Schultz Aug 22, 2017

Nobody wants to pay more in taxes than they are legally required to.

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