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7 Ways to Derail Your Investment Portfolio

December 27, 2020

Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals.  You are all set, right? … Read More

Categories: estate planning, Investing, Planning for Emergencies, Retirement, risk management Tags: adult children, estate planning, Financial Planning, life insurance, long term care insurance, retirement, risk management

Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement

August 30, 2020

When planning for retirement, we frequently think about how much money we should have saved, where we would like to live, and at what age we would like to retire…. Read More

Categories: Retirement Tags: retirement, spending in retirement

Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment?

June 23, 2020

We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More

Categories: Investing, Real Estate as an Investment Tags: Do it Yourself Investments, investing, real estate

Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV

June 23, 2020

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Wondering what steps you can take if you are worried about losing your job?  How do you take advantage of the market decline and current income tax rates?  These are… Read More

Categories: Investing, Planning for Emergencies, Taxes Tags: Market Decline, taxes

7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale

May 3, 2020

Experts have been talking about income tax rates rising dramatically in the coming years as the federal deficit rises to worrisome levels and current tax rates are scheduled to sunset… Read More

Categories: Taxes Tags: Roth Conversion, tax planning, taxes

Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline

March 29, 2020

Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January.   While nobody… Read More

Categories: Investing Tags: Investments, IRA, Market Decline, Rebalancing, Roth Conversion

Market Timing – What if We Had a Crystal Ball?

February 10, 2020

What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest?   That’s the question that market analyst Nick… Read More

Categories: Investing Tags: Dollar Cost Averaging, Investments, market timing, retirement

Annuities: Are They a Good Move?

February 2, 2020

Is an annuity a good move?  It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet.  Like most everything else in… Read More

Categories: Annuities, Investing, Retirement Tags: annuities, Financial Planning, retirement

Is Your Investment Account Safe from Fraud and Cyber Thieves?

January 25, 2020

With cyber theft on the rise, cybersecurity has become a huge concern among businesses and individuals alike.  It is therefore very important to understand how to protect your investment accounts… Read More

Categories: Cybersecurity, Investing Tags: cybersecurity, Investments

Should I Keep my Money in the 401(k) or Roll it Over to an IRA?

December 29, 2019

After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel.  Retirement is near, and there is no shortage of… Read More

Categories: 401(k) plan rollover to IRA, Retirement Tags: 401(k), company plan, IRA, retirement, rollover IRA

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