Entries by Dennis Morton

Finding Identity in Retirement

How are you doing, really? Do you know someone who has floundered when they walked away from work?  Think of that person you know whose identity was tied up in the ‘uniform’ that they wore for so many years; A suit and tie or the company colors.  They identified closely with their role on a […]

When Your Paycheck Stops

How to Build Retirement Income It is a paralyzing feeling to stare at a lump sum payout of cash and think about investing it. If you’re like me, at some point you have received a bonus or a windfall in some form or size and thought, “I should invest this in something that will grow […]

An Offer You Can’t Refuse

Do you have a date set for when you will retire?  Maybe it’s the day you turn 65, or maybe when you are eligible for your full Social Security benefit. Whether it is imminent or still a few years off, you have probably thought hard about how to prepare your family and your finances for […]

Q4 Trends Affecting Investors

An Object in Motion  An object in motion tends to stay in motion… The recent news flow in both politics and the markets brings to mind Newton’s first law of motion. Trends can continue in the economy long past the time when we think they might fade.  Here are three Q4 trends affecting investors as […]

Emeritus

How to Tell Your Financial Advisor Has Retired But Forgot to Tell You Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus.  It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments.  One title you will rarely […]

Happy New Year!

You may have heard that Labor Day is the new New Year’s Day? It’s true. The schedule is packed, and the pace of life picks up in a way that would make January envious. For us, it is no different. We have a brisk schedule of meetings, conferences, and professional presentations that keep us informed […]

The Things We Teach Ourselves

We all have hobbies that are self-taught. Maybe for you it is cooking, or gardening, or carpentry.  They are the skills we picked up by following our passions, maybe with some mentorship, but rarely with formal education. For me, guitar and golf are my self-taught hobbies; learned the hard way since my teenage years. Most […]

The Good Old Days

Making Personal Finance Decisions When Things Are Good My house starts to go silent for a few hours this week.  For the first time, all four of my kids will be in school.  The oldest in eighth grade, the youngest in pre-school. It has been ‘all hands on deck’ for thirteen years, always having a […]

Career Maker

The conversation starts something like this: “I heard someone say ________ is going to happen to the stock market and I should do _______ to protect myself.” These are two distinct statements. One is a prediction, the other a prescription. Let’s talk about both sides and why big down days for the stock market are […]

“Why” Questions

As we all try to understand the connections of a volatile global economy, here are some articles from outside sources that I found interesting. I thought of some “Why” questions that have been on my mind and found writers who do a nice job of providing commentary: Why is investing never easy? (Of Dollars and […]