Are you planning for retirement and wondering how to get the most out of your 401K or other retirement funds? Many people don’t know is …
The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return …
Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they …
Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you …
Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and …
A question we're commonly asked is, "Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but …
You might be asking yourself, "When should I retire? Should I retire early or defer it?" Deciding when to retire may not be just one …
For every Life Insurance policy, there is an owner (which is usually the insured) and a beneficiary. At death, the proceeds are included in …
Life insurance has two values: a death benefit and a cash value. If you no longer need or can afford a policy, it may be sold to a third …
The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial …
Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred …
With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in …
