Planning
Systematic Roth Conversion Strategies Can Be Powerful….
Do you know what a systematic Roth conversion is? It’s worth knowing!
November 10, 2020
Category: Retirement
Inflation
Stock Market Volatility Can Wreak Havoc on 4% Withdrawal Rates.
Often financial planning and wealth management is more about the unknowns in life than the knowns. After years of supporting roles on the Flintstones, Barney and Betty decided to retire from acting in cartoons (it’s hard to be a cartoon character!) and enjoy life.
October 12, 2020
Investing
Like the S&P 500 Index?
Like indexing? Like the S&P? You can get an index fund! Sounds good. Let’s face it, most (virtually all) investment management companies fail to beat the S&P index on a consistent basis. We all know that.
October 12, 2020
Annuities
Does “Bucket Investing” Achieve Goals or Destroy Wealth?
Does the ‘bucket’ approach to allocating assets to life goals make sense—or does it actually destroy wealth? Mentally, bucket investing is simply assigning money to ‘buckets’, i.e. goals
September 28, 2020
Annuities
Hidden Surrender Charges
I don’t know anyone, certified financial planner professionals included, who is a fan of surrender charges; but, economically they are a fact of life for many products simply to make the offering available and viable for the investment or financial product provider.
September 14, 2020
Annuities
No RMDs for 2020!
Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?
August 14, 2020
Annuities
Three Tips for Building Family Wealth
Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.
July 6, 2020
IFG Viewpoint & Outlook
The Investment Model And It’s Amazing Hidden Powers.
Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.
May 18, 2020
IFG Viewpoint & Outlook
Would You Build A House Without a Blueprint?
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
May 4, 2020
IFG Viewpoint & Outlook
March 10, 2020
