Planning
Remember 1966? How About 1967?
Retirement decisions can be momentous. Which year you would have remembered would depend on if you retired back then… and which year!
June 28, 2022
Tag: Investment Strategy
Annuities
Two Interesting Investment Strategies – But No Free Lunch.
No investment strategy is without some kind of risk; but, I think this comes close. Take a look:
June 20, 2022
IRAs
How Long Will Your Retirement Money Last?
Longevity risk is real. Accumulating assets for retirement was a lot easier than managing retirement income. Now you practically have to be an actuary to make sure your money doesn’t run out before you do!
October 21, 2021
Investing
Noise vs News
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.
February 24, 2021
Investing
Investment Strategy Is About More Than Returns.
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
February 4, 2021
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
Annuities
How Social Security and Pensions Might Impact How You Arrange Your Nest-Egg.
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.
April 30, 2020
Economy
Are the Markets On Their Way Back?
Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.
April 20, 2020