What is a 401k? Must-Know Retirement Plan Basics
CategoriesRetirement, Risk, The Stock Market, Using A 401(k) by

What Is a 401k? Must-Know Retirement Plan Basics

Did you know that 48% of older Americans have no savings in retirement plans (such as an IRA or 401k)? If you’re one of them, there’s a good chance that you’ll face very serious financial issues as you grow older.

The good news is that it’s never too late to get started! Once you understand the must-know retirement plan basics, you can open an account and start putting money away for your future. 

Stick with us as we answer important questions like “What is a 401k plan?” and “How does a 401k work.” By the time we’re done, you’ll feel confident opening up one of your own. Read More

CategoriesFinancial QB TV Videos, Home Featured, Retirement Income by

Tax Diversification: Less Taxes, More Retirement Income

Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!

One such method is tax diversification. You may not be familiar with what this entails, which is why we’re here. If you want to find out everything from what tax diversification is to different tax diversification strategies, keep reading below for everything you need to know. Read More

CategoriesFinancial Planning, Financial QB TV Videos, The Stock Market by

How I’m Investing During COVID-19

It’s a tough financial time for many as we deal with the COVID-19 pandemic, but that doesn’t mean you have to lie down and let yourself get pummeled. There are things you can do to manage your assets!

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

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior by

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