Volatility is back. The tech stocks are down substantially from their highs. If you don’t have a plan, now is the time to get that done. You want to be prepared before we head into a bear market and insulate yourself from losing faith. A good financial plan works regardless of market conditions. Having a good plan is key.
Learn about what you should consider focusing on with your end-of-year financial planning. Joel gives his take on the Dave Ramsey plan. Learn some of the biggest retirement fears that people have.
Click to read this article on Forbes.com Retirement is defined as the withdrawal of one’s position or occupation or from one’s active working life. The mere mention of the word […]
We talk about what to do when the market goes down and how to prevent getting hit with big losses. We also talk about when to buy, sell, and rebalance your portfolio. We also discuss what to look at when you get your retirement plan statement.
In this Money Wisdom Podcast episode, we learn how to deal with uncertainties that relate to our retirement. We also talk about important decisions that we need to get right before we retire, because they can’t be changed later.
Learn more about Fixed Index Annuities with Joel Johnson, CFP® and Pam Cross on WCVB Better Money Boston. Are they a good or bad investment?
Kara Sundlun and Joel Johnson, CFP® discuss how tax planning today is so different than it was for our grandparents.
CLICK TO READ THIS ARTICLE ON FORBES.COM Whether you are leaving a huge financial windfall behind for your offspring or a smaller monetary account, it can be important to create […]
Many grandparents realize the importance of studying and learning and, if they have the financial means, want to help jump-start their grandchildren’s education. Kara Sundlun and Joel Johnson, CFP® talk about […]
