Monday Morning Money Muse: 36 Years of CFP Money Musings!

Announcing three learning opportunities from a 36 year CFP! Available through Community College of Allegheny County, Spring 2020! Hit the live links to enroll through CCAC, and I hope to see you there!

Crack Open Your Nest Egg -Distribution Phase

$49.00 (1 section available)
If you’re retired, or in the “Red Zone,” ten years or less away from retirement, it’s time to shift gears. An aging bull market can abruptly wreck your dreams. Protect yourself! A 36-year CFP will teach you how to stabilize your Distribution Phase , preserving wealth, protecting growth, establishing income you can’t outlive and creating lasting legacies.

Get a Jump on Bldg Nest Egg – Accumulation Phase

$49.00 (1 section available)
If you’re ten or more years away from retirement, you have time to build significant retirement wealth. Stop squandering your Accumulation Phase , your paycheck years. A 36-year CFP will teach you how to build an age-driven growth plan, using inexpensive passive investments in your objectives-based, asset allocation portfolio.

Winning by Not Losing

$39.00 (2 sections available)
Retired investors are sitting on a ticking time bomb: an 11-year old Bull Market. We’ve enjoyed record growth, but coming corrections necessitate a “risk off” portfolio. A 36-year CFP will teach retirees and “red zoners” how to strip the risk of principal loss from their portfolio while repositioning assets to maintain growth and generate income.

-WealthKeep, your MMMM


Monday Morning Money Muse highlights random nuggets of wisdom, common sense, horse sense, and sometimes, just plain old nonsense about your money.

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