If you’re fortunate enough to not have your family income reduced during this time, there are some opportunities to protect yourself and grow your long-term wealth if you are under the age of 55. Read More
Looking For the Perfect Investment? Here’s the Secret….
We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).
I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.
And one of the biggest mistakes is trying to search for the “perfect investment.” Read More
Dollar Cost Averaging and Retirement Don’t Mix!
You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More
COVID & Markets
The SECURE Act
The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More
Being Financially Unprepared for Retirement
The reality of being financially unprepared for retirement. Read More
Social Security NOT Your Retirement Plan
If Social Security is YOUR retirement plan… your retirement will SUCK! Read More
Tax Free IRA Distributions
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More
Evolution of a Financial Plan
The evolution of a financial plan will change over time, however, the process will always remain constant. Read More
Planning For A Really Bad Retirement
Let me show you how to have a really BAAAAADDDDDDDD retirement. Read More