A Different Approach to Personal Investing
If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day. Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.View My Investing Philosophy
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn when it may not make sense to file a claim on your home insurance.
Five creative (and inexpensive) ideas for motivating your employees.
Ascertaining the value of your business is important for a variety of reasons.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.