When the market goes up 10%, I get 10%, right?Continue reading » When the Market Goes Up 10%, I Get 10%, Right?
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Years ago, companies got rid of pension plans as a means of giving an employee a paycheck for the rest of their lives. Instead, 401Ks are now used by employers to give workers the opportunity to secure income for retirement through their working years.Continue reading » What Happens When You Retire and the Paycheck Stops?
Many people are worried that when you roll over your 401Ks or transfer your IRA, it’s going to be a disaster—and it can be from an income tax, penalty and/or fee standpoint unless you do it properly.Continue reading » You Can Transfer Your IRA or 401K with No Taxation or Fees
As Americans prepare to cast their ballots this November, before heading to the polls it’s important to know how each candidate could affect your wallet if elected.Continue reading » Trump vs. Hillary: What Will You Pay?
Once they feel financially secure in retirement, the next concern for retirees may be making sure their loved ones are going to be taken care of once they pass away. For this reason it is important to avoid common beneficiary disasters.Continue reading » 6 Beneficiary Disasters
If there was one catch-all, ideal investment that catered to everyone in the world’s needs, then wouldn’t everyone have it?Continue reading » What’s the Perfect Investment?
A trust is a way to keep your assets out of probate—to have your money go directly to your beneficiary in a lump sum.Continue reading » What if there was a Free Trust?
Many Baby Boomers are now retired and retiring. The generation that includes people aged between 52 and 70 is currently in control of the majority of the nation’s financial assets, according to The Huffington Post. So, what should they do now?Continue reading » Baby Boomers: Where are You Going Now?
The stock market has declined by 50 percent TWO TIMES in the past 20 years. If money equals security, is that where you want your money invested?Continue reading » If Money Equals Security, Should you really have all of Your Money in the Market?
Essentially, most investors pay 1 percent per year or more in annual management fees to their brokerage firms and advisors in an effort to get those individuals to grow their money and help them accumulate money for retirement. However, once they are in retirement, they continue to pay the 1 percent per year to have an advisor grow their money. The thing that many don’t receive, but long for from that 1 percent is peace of mind that they will never lose money.Continue reading » What Does Peace of Mind Really Have to Cost You?