Trinity In The News

 

  • ''Securing Guaranteed Retirement Income''
    SMARTMONEY: August 13, 2010. "Annuities’ drawbacks include a lack of inflation protection and a lack of flexibility if a retiree’s circumstances change dramatically due to illness or another major upheaval."
  • ''Dodging Risk Early Is No Sure Thing''
    SMARTMONEY, August 6, 2010. "Focusing on basic advice about overall asset allocation principles will be more helpful than trying to stay up to date on the latest “hot” investment strategy."
  • ''When to Rebalance Your 401(k) Investments''
    SMARTMONEY, July 23, 2010. "Using big market movements as a signal to rebalance comes with some risk. There is a tendency to try to time the market – selling out of equities when things get too scary and moving into them as market upswings reach their peak,"
  • ''Repaying Social Security Can Be a Good Deal''
    SMARTMONEY, July 16, 2010. "When it comes to Social Security benefits, there is such a thing as a do-over."
  • ''VOICES: John Scherer, On Blogging''
    WALL STREET JOURNAL, June 8, 2010. John Scherer, principal and founder of Trinity Financial Planning in Middleton, Wisc., blogs about financial planning at http://trinfin.blogspot.com/. He spoke with WSJ Financial Adviser about the value of client communication.
  • ''House Call: To Buy or Not to Buy''
    SMARTMONEY, March 22, 2010. "There are fewer than 40 days remaining until the federal home buyer tax credit expires. And home builders and realtors aren’t letting consumers forget it."
  • ''Submerging Markets''
    Financial Planning Magazine, December 01, 2008 "John Scherer, founder of Trinity Financial Planning in Middleton, Wis., a member of the Alliance of Cambridge Advisors, typically allocates 10% of a client's equities to this asset class..."
  • ''Pain on Every Street''
    NBC 15 NEWS Madison, WI, October 6, 2008: John Scherer was interviewed by Chris Papst regarding the current stock market decline. John reassures viewers to not make any rash decisions and to have a financial plan.
  • ''Protecting your Money: Financial Survival''
    WKOW 27 NEWS Madison, WI, October 2, 2008: John Scherer was interviewed by Dan Cassuto regarding the current stock market decline.
  • ''Loans Scarcer for Low Credit Scores; Tougher Standards May Result in Big Down Payment.''
    MILWAUKEE JOURNAL SENTINEL, March 2008. - John Scherer offers some realistic advice to those interested in purchasing a home in 2008. This article is now featured in Custom Home Online.
  • ''Working hard to get ahead: Planning for the future isn't just about money.''
    CHICAGO TRIBUNE; Your Money, December 2007 - This article features sound advice from John Scherer about planning for you future and making the right decisions.
  • ''Multicap Funds Offer Best of All Worlds''
    SMARTMONEY, SEPTEMBER 2007 - John Scherer points out some of the shortfalls of multicap mutual funds in SmartMoney magazine's online Fund Screen column.
  • ''Fighting For The Little Guy''
    MADISON CAPITAL TIMES, JUNE 2007 - A profile of Bert Whitehead's book "Why Smart People Do Stupid Things With Money" includes quotes from John Scherer about fee-only financial planning.
  • ''Time Horizon is Key for Asset Allocation''
    CHICAGO TRIBUNE, FEBRUARY 2007 - John helps to analyze a reader's investment allocation as they look toward retirement in 'The Journey' feature of the February 18 Tribune.
  • ''Even Reluctant Landlords Can Reap Tax Breaks''
    CHICAGO TRIBUNE, FEBRUARY 2007 - In the February 11 Sunday business section, John talks about the importance of keeping good records when owning rental real estate.
  • ''Retirement Savings: Five Tips to Catch Up''
    BUSINESSWEEK.COM, JANUARY 2007 - Along with fellow Alliance of Cambridge Advisors Chip Simon and Ed Fulbright, John advises readers on how to make up for lost time in retirement planning.
  • ''The Coming Credit Crunch: What's in your wallet?''
    CHICAGO TRIBUNE, OCTOBER 2006 - (not available online) Client Arlinda Michael is profiled near the end of this article in the Chicago Tribune Magazine along with advice she has received from John Scherer that helped improve the quality of her life.
  • ''Don't Let Housing Haunt Your Retirement''
    BUSINESSWEEK.COM, SEPTEMBER 2006 - John is quoted regarding the wisdom of not paying off a fixed mortgage early, even in retirement. Retirees need protection against inflation, and a fixed mortgage provides excellent protection against inflation.
  • ''Pensions can be safe, even at bankrupt firms''
    CHICAGO TRIBUNE, SEPTEMBER 2006 - This article addresses questions and concerns of pension plans. John discussed little-known facts regarding the access and mobility of your money within an established pension plan.
  • ''Raiding a 401(k) to pay mortgage isn't wise move''
    CHICAGO TRIBUNE, SEPTEMBER 2006 - Addressing a reader's concern with home mortgage payment, John points out the inflation-defense benefits of fixed mortage payments and recommends saving the 401k for retirement.
  • ''Taking Chance on Dream Can Beat Waiting for Pension''
    CHICAGO TRIBUNE, AUGUST 2006 - What should I do with my 401K money? Invest it in bonds? Stocks? John gives advice on this pressing pre-retirement concern.
  • ''What to do Amid Uneasy Economy''
    MILWAUKEE JOURNAL SENTINEL, JUNE 2006 - With interest rates rising and the stock markets tumbling, should individuals lighten up on bonds, change investments in the stock market, or even change their long-term financial goals? John helps address these investing concerns.
  • ''Portfolio Doctor - When You Need a Slight Course Correction''
    KIPLINGER'S PERSONAL FINANCE, FEBRUARY 2005 - Are you on track to achieve your goals despite employment setbacks? Does it make sense to refinance your home? John helps a Kiplinger reader address these issues in reference to the feeling of uneasiness that can come with significant life changes.
  • ''According to Form''
    JOURNAL OF FINANCIAL PLANNING, JULY 2004 - Which business entity should you chose? For tax purposes, John recommends a few money saving options as well as some cautions when deciding between an LLC,a S-Corp, and a C-Corp.
  • ''Getting Insured''
    BANKRATE.COM, JULY 2004 - The importance of life insurance and different options for obtaining a solid policy are recommend in this article. John address the option of professional organizations.
  • ''Power to Spend''
    JOURNAL OF FINANCIAL PLANNING, MAY 2004 - In addressing different ways to help clients with a detailed budget, John offers his own methods to help the clients "see" their financial picture.
  • ''10 Things Your Estate Planner Won't Tell You''
    SMARTMONEY, APRIL 2001 - Did you know that estate attorneys can make more money in selling you life insurance than actually planning your estate? This fact is addressed by John and warning signs are given to avoid outrageous commission charges.
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