Tag Archives: financial planning
Retirement reality: when is not always your choice
Interesting chart here from the Employee Benefits Research Institute analyzing the frequency at which people are able to retire on their own terms compared to those who have been forced to retire earlier or later than planned. Twenty years of … Continue reading
Medicare costs can increase due to unintended consequences
In the Weekend Investor section of the October 30, 2010 Wall Street Journal, Ellen Schultz wrote an article outlining often overlooked considerations that can cause personal Medicare costs to rise and more of Social Security benefits to be taxed. In … Continue reading
You Get What You Pay For … Financial Planning Edition
Wall Street Journal columnist Jason Zweig, one of our favorites in the personal finance space, wrote an article August 7 about a new service for delivering low-cost, yet “comprehensive” financial planning to the masses. Certainly, there are millions of people … Continue reading
Brooks, Hughes & Jones now the only Registered Investment Adviser in Tacoma with 3 CFPs
Money Architects co-author and Brooks, Hughes & Jones partner Allyn Hughes has added the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations to his list of credentials. Each of these designations reflects an exceptional amount of time invested in education, … Continue reading
If you can’t predict, at least prepare
When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading
The Paradox of Choice
In an ideal world, your life goals and financial resources would lead you down a path where you have to choose route A or route B from time to time, but, for the most part, the options and expected outcomes … Continue reading
Six Rules for Including Rental Real Estate in Your Investment Portfolio
For many people, investment real estate makes up a large percentage of their net worth. Rental property has been a more consistent part of the financial picture for our clients than we ever assumed would be the case. From a … Continue reading →