Incredible Retirement Tip: How To Measure Market Performance

Brian Fricke, CFP®Investing

  Can you tell me how your investment portfolio performed last year? Don’t worry, this isn’t a trick question. Some of you will probably answer that your holdings were up X% from the previous year or that you outperformed the stock market. That is one way to assess your investment success but, in my view, it’s not the right way. … Read More

A Retirement Story: The Biggest Money Mistake That Couples Make

Brian Fricke, CFP®Retirement Planning

Many spouses assume certain roles when it comes to finances. One person tends to make more of the financial decisions themselves, while excluding their spouse from the process; sometimes even keeping important information from their family. This story, from Brian Fricke, shares how falling into those roles and habits can be a big money mistake later on:   Mary, a … Read More

Time or Money which is more valuable?

Brian Fricke, CFP®Financial Planning

Sometimes you’ll spend more to free up some or your time. Other days you’ll spend less even if it costs you more time vs other options. Which choice is best for you? Here’s something to think about…