Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!
Longevity and demand have made getting (and paying for) long-term care insurance increasingly difficult. But that doesn’t necessarily mean you should go without it.
Here’s how to analyze whether you really need long-term care (plus an inventive way to pay for it). [Read more…]
Your money is too important to entrust to just anyone.
Let’s take a look at a fiduciary vs. broker and see how the two measure up (and which one you should trust with your money).
In fact, most retirees don’t plan their retirement well and are too dependent on the market. [Read more…]
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…]
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…]
The reality of being financially unprepared for retirement. [Read more…]
If Social Security is YOUR retirement plan… your retirement will SUCK! [Read more…]
No matter how much the #financialindustry wants to portray a one size fits all approach, quite often the solution is …. well “IT DEPENDS”. [Read more…]