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Value Creation Blog

Boomers - Do You Have Enough For Retirement?

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The unfortunate answer I often hear and see is no. My generation just hasn’t done a great job of saving for life after work. All is not lost. If you haven’t saved enough for retirement here are some things that you might want to think about:





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Topics: retirement planning


Want To Retire…..Manage Your Education

want_to_retireI know, you’ve already gone to school and you feel that you’ve had enough. If that’s what you think, then you’re limiting what you can do with the largest asset you have.

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Topics: retirement planning, retirement, wealth management


Does An Entitled Child Keep You From Retiring?

investor_or_speculatorHere’s a sad story.  You’ve saved your entire life for the day you can retire.  You’ve brought up your children and you hope that they’ll have productive lives.  Unfortunately, one of your children never seems to grow up.  That child dropped out of school, has continually gotten into trouble and you feel that you have to keep helping.

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Topics: retirement planning


Are You Safe From The Agony Of Running Out Of Cash?

Start_saving_before_its_to_lateI know you’ve heard this saying, “Cash is King.”  And the truth is, it is.

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Topics: retirement planning, Cash Flow, savings


Get Ready For Retirement By Planning Now

retirement,_nowRetirement is one of the biggest changes you’re ever going to make.  Too often I see people retire, then wish they never did it.  They’ve not thought through some of the changes that are likely to happen. 

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Topics: retirement planning, retirement, exit planning


Get Ready For Retirement By Planning Now

retirment_planningRetirement is one of the biggest changes you’re ever going to make.  Too often I see people retire, then wish they never did it.  They’ve not thought through some of the changes that are likely to happen. 

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Topics: retirement planning, 401 (k) plans, life changes


6 Things You Need To Do Before Retirement

retirment_planningRetirement is one of the biggest changes you’re ever going to make.  Too often I see people retire, then wish they never did it.  They’ve not thought through some of the changes that are likely to happen. You don’t want to be part of that group.  Instead, be smart and think about retirement in a way that’s going to have you prepared when the big day comes.  Here are 6 things to think about:

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Topics: retirement planning, retirement, life changes


Tips from CFP in Vermont: What Is Confirmation Bias and Why Should You Care?

sept_25Economist always wonder why investors aren’t rational about their investments.  They act as if the world is rational and humans make rational decisions.  If you pay any attention to people around you, you know this isn’t true.

One of the most dangerous activities you can do is what’s called confirmation bias.  This means that whatever has happened in the recent past will continue in the future.

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Topics: retirement planning, investment management, confirmation bias


Getting Ready For Retirement, Become A Life Long Learner

blog_june_13OK, I admit it.  I go a little bit overboard on the life long learner thing.  I read over 65 business books a year.  I rarely listen to music in my car and I listen to books instead.  I attend at least four seminars a year where I get to learn new things.  I even listen to tons of podcasts and webinars during the year.

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Topics: retirement planning, retirement, financial planning


An Easy Way To Save More

blog_june_8We all know we’re supposed to save money.  I don’t know how many times I’ve told people that if you want to retire, you’re just going to have to save more money.  Most of the time the people I’m speaking with will nod their head yes, go out the door and do absolutely nothing about saving more.

I’ve recently started trying a different strategy with my financial planning clients.  We’ve started to put money away in different accounts.  This way we can monitor each account and allocate savings for things we think are important.

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Topics: retirement planning, financial planning, savings


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