Archive for October 2017
Goals-Based Investing
There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…
Read MoreThe ABC’s of RMD’s. How to Avoid Paying Thousands of Dollars in Taxes, Penalties & Fees!
R.M.D. These 3 little letters could needlessly cost you tens of thousands of dollars in taxes, penalties and fees in retirement. “Required Minimum Distributions” are widely misunderstood, or totally ignored.…
Read MoreRetirement Stages
What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…
Read MoreWhat Type of Investor Are You?
Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…
Read MoreIRS News to Know
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is…
Read MoreRe-balance Your Portfolio Now, or Suffer the Consequences!
If your investment allocation is out of whack, you’re at risk of a big financial fall! Learn the optimal balance of stocks, bonds and cash that’s right for you. Don’t…
Read MoreAssessing Risk in Retirement Income
When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in…
Read MoreIncome Strategies for an 8,000-Day Retirement
By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement…
Read MoreThe Ultimate Retirement Planning Checklist…The B.O.S.S. Retirement Blueprint
Think you’re prepared for retirement? Think again! Get the ultimate retirement planning checklist that could help you avoid making a devastating financial mistake! Don’t miss Retirement Solutions Radio show, “The…
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