It’s that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it’s time to look back over this year and towards the next. Continue reading
Yearend Financial Check-up & Tax Moves
Podcast
Retirement Nest Egg: Having Enough & Making Sure It Lasts
The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Continue reading
Avoid Losing $17K Yearly From Bad Investment Decisions
Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly “Mind the Gap” study last month, showing investors have lost on average 1.7% yearly — that’s $17,000 on a $1,000,000 portfolio — over the last decade. Why so and how can we stop the madness?! Continue reading
Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
Here it comes again… F. E. A. R. This time manifest from headlines of the U.S. dollar’s demise as a reserve currency, spiraling inflation, low growth and an expressway to investment-return hell. Continue reading
How Tax-Smart Income Targeting Can Allow You To Save Taxes & Retire Earlier
Peel back the onion on income targeting – a critical part of a successful retiree’s overall Tax-Smart Distribution Planning. Learn how this type of planning, coupled with careful “Asset Location” decisions, can save a lot in tax over a multitude of years, allowing you to potentially retire earlier, spend more, or give more. Continue reading
