How much retirement income is enough? In this video, Marlena Lee, PhD, explains that the answer should be customized based on each individual’s lifestyle and income prior to retirement.
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Several friends of mine camp, boat and waterski regularly at a nearby lake and invited me to accompany them one weekend not too long ago. They all have large, fancy…
Originally Published April 22, 2014 Now that tax day has arrived and 2013 tax returns have been filed, we can assess the impact of the fiscal cliff. Remember the…
Originally Published March 24, 2014 As this wonderful season approaches (and hopefully brings milder weather), we believe the stage is set for renewed growth in the U.S. economy. The…
Originally Published February 3, 2014 “An investment in knowledge pays the best interest.” -Benjamin Franklin Investing should be more like watching paint dry or watching grass grow. If you…
Originally Published February 11, 2014 Fear of impending emerging market woes, the Federal Reserve reducing their quantitative easing, mediocre earnings, and devastatingly cold weather back east are all contributing…
As this humorous, 32 second video demonstrates, there are no requirements to call yourself a financial planner. There is no testing, no licensing, no registration and no regulation. In contrast,…
Imagine you could make a transformative donation to a non-profit of your choice, increase your income and leave more for your heirs, all while giving less to the Internal Revenue Service….
This video features Kevin discussing the importance of organizing your financial records and determining which documents are keepers and for just how long. In fact, we find this process so…
This video covers what tends to be a darker area of one’s financial well-being: scams. Having been in the financial industry for over 25 years, Kevin discusses some common manifestations…
This video covers a topic that hits close to home at Bourke Wealth Management and with our clients: retirement spending. With the evolving challenges of funding 20 to 30 years…
The New Year’s New Tax With another year in the books we can look back at what we hope for you was a terrific 2013. We survived a Government shutdown,…
More Taper Talk It feels like 2013 is all but behind us, and with each new statistical report we had word of the Federal Reserve tapering their $85 billion bond…
A Disappointing Black Friday…Weekend? Although there has been much noise about adding Thanksgiving Day to Black Friday, creating a four day shopping extravaganza, the sales figures do not support the…
Are U.S. Markets Bubbling Up? With new all-time highs this week in the S&P500 and the Dow Jones Industrial Average (DJIA), many are starting to worry about potential bubbles, especially…
A Little Skepticism Goes a Long Way We recently received an email from a client requesting their current account balances. On the surface, this small request seems harmless, right? Well,…
The Grandest of Tea Parties As of late, the GOP’s Tea Party has been in the public spotlight. However, unbeknownst to many, the global tea industry is the bigger reason…
You can always learn from a bad example. If you’ve ever heard me discuss my philosophy on investing, you know that I believe in the institutional process. I even committed…
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over…
Jane was having the time of her life. The family business had been successful over the decades and she and her husband, Ralph, were enjoying all the things they’d dreamed…