In the Barron’s article linked below, Neal Templin features Susan Elser, CFP® and asks what advice she would give to retirement savers. In the conversational exchange, Susan discusses several advantageous elements of retirement planning, including account type utilization, tax efficiency, and the importance of opportunistic rebalancing. Click below to read the full feature.
“If you’re in your 60s, you probably don’t do calculations as quickly as you used to. It might take you a bit long longer to learn the nuances of a new investment. Yet when researchers test Read more…
Many investors have added, or considered adding, digital currency to their portfolios. While it can be a good diversifier to stocks and bonds, there are risks, as with any investment. Before making any investment decisions, Read more…
Warren Buffet issued good reminders to investors during Berkshire Hathaway’s annual shareholder meeting – don’t let fear control your investment decisions and don’t invest in stocks for short-term goals. Similarly, Elser Financial Planning adheres to Read more…