Deciding when to take your Social Security
One of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security...
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James Tharin, CFA
- Oct 20, 2015
- 3 min
Five Reasons You Need a Financial Plan
According to Wikipedia, the definition of a financial plan is “a comprehensive evaluation of an individual’s current and future state...
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James Tharin, CFA
- Oct 7, 2015
- 2 min
What's Your Risk Budget
Most of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular...
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James Tharin, CFA
- Mar 6, 2015
- 3 min
Making the Most of Your 401k Distribution--A New Strategy
by James B. Tharin, CFA If you are planning to retire or change jobs and you have an investment in a qualified retirement plan like a...
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James Tharin, CFA
- Feb 10, 2015
- 3 min
Seven Steps to a More Secure Retirement
by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a...
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