How is Goals Based Investing Like a Day at the Beach?
You may be surprised to learn that successful goals-based investing can be a lot like spending a day at the beach. When you go to the beach, you expect mostly …
RMD Holiday 2020
The new COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. …
A Tale of Two Decades: Lessons for Long-Term Investors
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one …
Hindsight is 20/20. Foresight isn’t.
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. American consumers’ confidence weakened as the year …
Why Women Need to Save More Than Men
Because of longer life expectancies, women need to have significantly more in retirement savings than men.
When’s the Right Time to Retire?
This article discusses the factors you should look into when deciding when to retire.
Race to Rescue 5k
Animal adoption and rescue is very important to all of us at Terrier Financial Group (with a name like Terrier Financial, how could it not be?) So, we jumped at …