by Michael Lecours | Jun 25, 2016 | Cash, Finding Confidence, Investment Behavior, Personal Development, Saving, Saving for College, Uncategorized
Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their...
by Michael Lecours | Mar 30, 2015 | Cash, Economy, Finding Confidence, Investment Behavior, Retirement, Rule of Thumb, Saving, Uncategorized
Top Posts This Quarter: What to do if you forgot your RMD IRA Flow Chart NU Fixed Account Rate Declines Are You Spending Too Much On Coffee? Nine Connections You Didn’t Know Between Happiness and Retirement A Salary Guide Refresher Case Study: Tapping into Retirement...
by Michael Lecours | Jan 16, 2015 | Cash, Retirement, Rule of Thumb, Uncategorized
NU Retirees: For over a year, the interest rate for the Fixed Account in the 401(k) plan at Fidelity has been declining. The decline has continued into 2015 with the rate reducing from 2.25% to 2.0%. As we have mentioned in the past, we now view the fixed account as...
by Michael Lecours | Nov 10, 2014 | Cash, Investment Strategies, Rule of Thumb, Saving, Uncategorized
You, like many Americans, may have a sizeable pot of cash just sitting in a bank account earning next to nothing. The goal in keeping cash in a bank account is safety. But what if I were to tell you that you that there was a hole in your pot and you are losing 2-3%...
by Michael Lecours | Nov 7, 2014 | Cash, Economy, Investment Behavior, Rule of Thumb, Uncategorized
At least once a week, a client will give me a reason why they don’t want to invest in the US stock market. They mention the headlines (which are designed to scare investors), and talk about the crisis-du-jour, or reference the looming economic dark clouds growing in...
by Michael Lecours | Aug 20, 2014 | Cash, Rule of Thumb, Saving, Uncategorized
No surprise here – Connecticut is close to the bottom.
