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    How to react to a bear market

    Many people are experiencing their first bear market. How they react can tell you a lot about how sophisticated of an investor they are.

    May 23, 2022
  • Post image
    Are you asking the right questions? Risk and reward in the stock market

    When making investment decisions, it's important to ask the right questions. So, are you?

    May 13, 2022
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    Savings I Bonds -- A Powerful Way to Save

    In these times of high inflation, one powerful tool is giving you stock market level returns with incredibly low risk!

    May 2, 2022
A Financial Planner's Biggest Secret

A Financial Planner's Biggest Secret

By Administrator / Jul 26, 2021

Financial Planners know something that you never hear about in the news, or from brokers....

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How Has Retirement Changed Through the Years?

How Has Retirement Changed Through the Years?

By Administrator / Jul 15, 2021

Retirement has changed drastically, even in our lifetimes. How have new laws and tools changed how people plan for their sunset years?...

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What's so great about a financial planner?

What's so great about a financial planner?

By Administrator / Jul 08, 2021

Many wonder what the value of a dedicated financial planner might be. The true cost of trying to get ahead on your own might be higher than you expect....

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The Most Important Financial Decision You Will Make

The Most Important Financial Decision You Will Make

By Administrator / Jul 05, 2021 / Savings

Before making any other financial decisions -- investments, home purchases, retirement -- people need to start with one simple choice....

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    • December (1)
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Posts

  • Post image
    How to react to a bear market

    Many people are experiencing their first bear market. How they react can tell you a lot about how sophisticated of an investor they are.

    May 23, 2022
  • Post image
    Are you asking the right questions? Risk and reward in the stock market

    When making investment decisions, it's important to ask the right questions. So, are you?

    May 13, 2022
  • Post image
    Savings I Bonds -- A Powerful Way to Save

    In these times of high inflation, one powerful tool is giving you stock market level returns with incredibly low risk!

    May 2, 2022
  • Post image
    An Ode to Savings

    Savings is the unsung hero in finances. So let's sing its praises!

    March 10, 2022
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    On the War in Ukraine

    With Russia invading Ukraine, Bob Schumann sent this letter to clients of Plan & Act.

    February 25, 2022
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    Friends don't let friends buy crypto

    Crypto has caught many people's imagination. However, history tells us that its promises are smoke and mirrors.

    February 17, 2022
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    What makes finances so hard to learn?

    Finances can feel impossible to learn. Ever wonder why?

    February 10, 2022
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    How do you know who to trust?

    Before following anyone's advice, it's important to know that you can trust that they're putting your interests before theirs.

    January 31, 2022
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    Relish the Impossible

    The word "Impossible" shuts a lot of people down. But if you can learn to let that word fuel and excite you, you could unlock so much potential.

    December 21, 2021
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    Tis the Season of Giving (Giving Yourself a Tax Deduction)

    If you need a good excuse to give to your favorite charity, this is the article you want to read.

    December 14, 2021

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