Entries by Cary Facer

Are Your Kids Delaying Your Retirement?

Some baby boomers are supporting their “boomerang” children. Provided by: Warren Street Wealth Advisors   Are you providing some financial support to your adult children? Has that hurt your retirement prospects? It seems that the wealthier you are, the greater your chances of lending a helping hand to your kids. Pew Research Center data compiled […]

Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years? What should you focus on as the transition approaches? Provided by: Warren Street Wealth Advisors   You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an […]

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? Provided by: Warren Street Wealth Advisors                                 All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again?   It is because families fall prey […]

2015: A First Quarter Review

A quick summary of economies & markets for you.   On Wall Street, the opening quarter of 2015 played out like the first quarter of 2014: gains for the Nasdaq and S&P 500, a small loss for the Dow. In another resemblance, uncertainties emerged about the strength of the economy. Hiring data and consumer confidence […]

The Value of Double-Checking Your Retirement Strategy

As you approach your “third act,” does it need to be adjusted? Provided by: Warren Street Wealth Advisors   Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That statement certainly applies to retirement planning. Your effort must not waver, yet you must also examine […]

Are Your Children Financially Literate?

New Approaches to a Changing Problem. Provided by: Warren Street Wealth Advisors   How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more […]

Rehearsing for Retirement

Try living as a “retiree” for a month or two before you commit to leaving your career. Provided by: Warren Street Wealth Advisors    Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life while still enjoying the […]

4 Money Blunders That Could Leave You Poorer

A “not-to-do” list for the new year & years to follow. Provided by: Warren Street Wealth Advisors     How are your money habits? Are you getting ahead financially, or does it feel like you are running in place?   It may come down to behavior. Some financial behaviors promote wealth creation, while others lead […]

Getting Your Household Cash Flow Back Under Control

Developing a better budgeting process may be the biggest step toward that goal. Provided by Warren Street Wealth Advisors   Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in […]