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Archive for the life changing events Category

Is Your Home an Investment?

Your Home:  A Retirement Investment or an Expense? A persistent debate surrounds the question of whether your home is an investment or simply the expense of providing a roof over your head.  Regardless of which camp you are in, the home is the 2nd most important retirement […]

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When to Take Social Security: A Decision That Lasts a Lifetime

When to Take Social Security: A Decision That Lasts a Lifetime

  Deciding when to take social security is a decision that will last retirees’ lifetimes.  Many people don’t realize the implications of taking social security at different ages.  It’s not as straight forward a decision as one might think.   Social security payments last a lifetime, and that […]

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How to Hang Tough in a Tough Market

These are tough times to be an investor. The stock market’s long-term return of 11-13% fades in relevance as the value of your portfolio declines. Investors begin to doubt their decision to invest in this wild, volatile, crazy, anxiety-creating market. I’m not writing this article to say […]

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3 Tips to Keep From Running Out of Money In Retirement.

Your vision is of a white sand beach, you’re in a lounge chair sipping an exotic drink, watching the waves slowly roll in as swimmers frolic in the aqua clear waters. Then you wake up.  You immediately remember you fell asleep struggling with feelings of euphoria and […]

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Selling Your Business – Getting the Best Price for Your Largest Investment

When should you think about selling your business?  The best answer is, when you become the owner.  At the earliest stage, consider an exit strategy.  Selling is one way to exit your business.  Other exit strategies can be to take the business public in an initial public offering (IPO) or pass it […]

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Selling Your Business – Showcase Your Value

Profitability is important in valuing your business.  But that’s not the only position of value to consider as you think about selling. You may hear that if your company isn’t profitable you have nothing to sell.  Not always true.  In 1993 I sold a management training firm […]

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An Intelligent Woman, the Story of the Woman Who Influenced this Investment Manager

She was feisty, quiet, spiritual, and loving.  She didnt’ believe in talking about others who were not present.  At one time she stood 5′ 2″ tall.  As a child she worked hard milking cows, collecting eggs from the chicken coop, mucking stalls, and then heading to the […]

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Investment Management Coach Blog Launch

Hi, I’m Rita Janaky, an investment management coach located in Colorado Springs, Colorado. I work with intelligent women who want to take control of their financial futures. They are typically women who either earned it, inherited it or received it through divorce, and found themselves suddenly facing important […]

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