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Archive for September 2014

Transitioning to Retirement

Change is never easy, at least for most people. And the people who do adjust to change well are often serial planners, knowing how to prepare well in advance. But when it comes to retirement, even when you know decades ahead of time that it’s going to eventually happen, you may still have trouble adjusting…

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How much money will I need in retirement?

September 23, 2014 Hi and welcome back to the Goldstone Financial Groups Blog page. I love writing these because it gives us a chance to speak from the heart on subjects that we know are important to you. Take for instance today’s topic, “How much money will I need in retirement? When I sit down…

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Lessons of a Millennial Nation

The so-called millennial generation — those born after 1980 and before 2000 — continues to suffuse news headlines. There are actually more millennials (80 million) now than baby boomers. Perhaps continued interest in this age group is driven by hope that it will become an economic force to propel our nation’s humdrum growth. Now reaching…

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Holy cow…how much?

September 17, 2014 Hi and welcome back to the Goldstone Financial Groups Blog page. Yup that’s probably what you’ll be saying when you start seeing how much you’ll need to have for a successful retirement…”Holy cow..how much”? Now look, we all know that retirement isn’t going to be cheap but good grief some of the…

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Problems, Solutions… And More Problems

Retail Health CareRetail health care is on the rise. If you’re not familiar with this term, it may be coming to a Wal-Mart near you. In fact, Wal-Mart shoppers in Florence and Sumter, South Carolina, can now get a checkup at an in-store health clinic after they check out with a cashier. Does Wal-Mart care…

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Asset Allocation Strategies

September 10, 2014 Hi and welcome back to the Goldstone Financial Groups Blog page. Everyday when we meet with clients, one of the major items we discuss is having the correct asset allocation strategy. At the Goldstone Financial Group we feel that diversification is the key to securing your financial future. Think about it…if you…

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Cautious Optimism

According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott Minerd harkens back to the summer of 1987 when investors, deluded by a benign risk environment, failed to recognize the levels of overvaluation present in…

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Reviewing the Review

Hi and welcome back to the Goldstone Financial Groups Blog section. This week I have the opportunity to share with you some of my thoughts and I want to try and help you understand what actually happens when we do a financial review. It’s really quite simple. At the first meeting I want to sit…

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Equal, Yet Separate

The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new research from Stanford indicates the pursuit of happiness is increasingly aligned with affordability. The study asserts that America’s cities are becoming more divided into two…

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