2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals...
Read Moreby Michael H Baker | Nov 10, 2020 | Investing, Investor Education, Retirement Planning
Want to have a good laugh? I recently took a few moments to review my personal and investing goals...
Read Moreby Michael H Baker | Nov 29, 2017 | Financial Planning, Investor Education
If you’ve been paying attention to the talking heads lately, you’ve probably heard something about...
Read Moreby Michael H Baker | May 12, 2017 | Financial Planning, Retirement Planning
I recently read a book by Andy Andrews that was titled The Little Things, and if you’ve...
Read Moreby Michael H Baker | Nov 23, 2016 | Financial Planning
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the election results, I decided to wait a few more days and reflect on the best way to offer a...
Read Moreby Michael H Baker | Sep 9, 2016 | Financial Planning, Investor Education, Retirement Planning
Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However, if you throw in a killer script, some bank robberies, and great acting performances, you...
Read Moreby Michael H Baker | May 23, 2016 | Financial Planning, Investor Education
Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been in the financial industry long enough to hear some pretty creative metaphors for financial...
Read Moreby Michael H Baker | Mar 10, 2016 | Financial Planning, Investor Education, Retirement Planning
As long as we have people writing about personal finance, we will have people writing about the destructive nature of debt. It’s one of those topics that always seems to be relevant, and it’s discussed from just about every...
Read Moreby Michael H Baker | Feb 14, 2016 | Financial Planning, Investing, Investor Education
If you’re reading the title of this article, you’re probably wondering “What on Earth is...
Read Moreby Michael H Baker | Jan 20, 2016 | Investing, Market Reviews, Retirement Planning
(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch...
Read Moreby Michael H Baker | Nov 23, 2015 | Financial Planning, Investing, Retirement Income, Retirement Planning
It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of retirees list running out of money and healthcare costs as their top concerns in retirement. Due...
Read Moreby Michael H Baker | Sep 24, 2015 | Financial Bits, Financial Planning, Investing, Investor Education, Retirement Planning
This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t consider it fun or empowering. It doesn’t fill me with financial superpowers or...
Read Moreby Michael H Baker | Jul 10, 2015 | Investor Education, Retirement Planning
Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For...
Read More