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10 Common Investor Mistakes

10 Common Investor Mistakes

The reason nonprofessional investors often err was well known even before the new science of investment psychology was born: we’re only human, and something happens deep within us when we’re handling our own money that doesn’t happen when we’re handling someone else’s money.  When it’s our own, it’s the vehicle for realizing our dreams and… Continue Reading

Invest at Your Own Risk

Invest at Your Own Risk

From March 2008 to February 2009, a 100% stock portfolio lost over 43% of its value, and those with a 60% stock portfolio lost a quarter of their value (Source: Retirement Researcher, September 22, 2016). Did you stick to your asset allocation during that time? Many didn’t, because they just couldn’t stand the extended volatility.… Continue Reading

Fringe Benefits for Church Staff

Fringe Benefits for Church Staff

Churches typically offer employees a variety of tax-free, tax-deferred benefits. But all too often, church employers take too casual an approach to such benefits. They tell their employees how much money the church must spend, then ask the employees to decide what fringe benefits they want. Other churches do not adequately document benefit plans. Better… Continue Reading

Overcoming 5 Retirement Fears

Overcoming 5 Retirement Fears

We’ve all heard stories about people losing all their retirement money in a stock market crash, outliving their money, or incurring unexpected medical expenses that force 80-year-olds back into the labor pool. Are these fears likely to become realities? Probably not, but here’s how you can deal with them. 1. Outliving your money — There’s… Continue Reading

Saving and Life Planning

Saving and Life Planning

We are all unique, so there’s no one financial plan that will suit everyone. But that doesn’t mean there aren’t some broad guidelines to fit common situations. So, when it comes to your savings, here are some benchmarks to indicate whether you’re following the right priorities and are on track for meeting your financial goals:… Continue Reading