Investors have a tendency to only want advice that makes them feel good. They want a quick fix. Here is the quick fix… Good advice never changes while markets and opportunities change daily. Stay focused on your plan and you will be successful long-term. Read More
Retirement is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More
In the short-term both politics and investing are messy. Let me tell you two basic principles that will allow you to have a better perspective of how to clean up that mess. Read More
Opportunity cost is what you lose by choosing one alternative over another. Money has opportunity cost and when it comes to retirement, it can be very expensive. Read More
A continuation on the importance of tax diversification. Totally tax free accounts offer great benefits dealing with the tax impact in retirement. Read More
A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More
When it comes to diversification, understanding the impact of taxes on your retirement is crucial to a successful and lasting plan. Read More
You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. Read More
Far more money has been lost by investors, fund managers, and financial advisors preparing for corrections or anticipating corrections than has been lost in corrections. Read More
If you are retired you still run the risk of being audited by the IRS. Here are 4 common things that can raise a red flag. Be careful and let us help you with your tax preparation. Read More
