Posts by Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™
The Top 10 Things To Consider When Preparing for Retirement
Hometown Life Newspaper Part Of The USA Today Network Define your cash flow If you haven’t already developed a budget for yourself, do it now. Defining your cash flow-how much money you have both coming…
Read MoreWhy Is the Market Rallying While the Economy Is Collapsing?
Observers are trying to reconcile the sharp rally in the stock market even as the data show that economic activity has declined dramatically. It is natural to ask how the…
Read MoreMarket Trends to Watch
The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…
Read MoreExamining the work/life balancing act
Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping…
Read MoreRead Newsmax: 3 Steps to Prepare for Another Market Collapse
Newsmax Finance It’s been more than 10 years since the great stock market crash of 2008, and the recent market volatility has made some people jittery – especially considering stock indexes…
Read MorePotential Reasons to Put the Retirement Countdown on Hold
Potential Reasons to Put the Retirement Countdown on Hold Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled.…
Read MoreStrategic vs. Tactical Asset Allocation
Strategic vs. Tactical Asset Allocation In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…
Read MoreRetirement Plan Fees: Know What You Are Paying
Retirement Plan Fees: Know What You Are Paying Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to…
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