James Tharin, CFAMay 16, 20162 minDeciding when to take your Social SecurityOne of the most common questions I get from people entering the retirement phase of life is, ‘when should I take my social security benefit?’ That’s because...
James Tharin, CFAOct 20, 20153 minFive 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 by using currently kn...
James Tharin, CFAOct 7, 20152 minWhat's Your Risk BudgetMost of my clients have heard me elaborate upon the importance of risk management. The reason that I dwell so much on this particular topic is because nobody...
James Tharin, CFAMar 6, 20153 minMaking the Most of Your 401k Distribution--A New Strategyby 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 401k, the IRS might hav...
James Tharin, CFAFeb 11, 20153 minSeven Steps to a More Secure Retirementby James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a plan. But how does o...