Inflation
Will My Money Last?
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
August 2, 2024
Tag: Retirement Planning
What Does the Future Hold for Social Security?
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.
April 3, 2024
Facing Retirement Account Rollover Decisions?
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.
March 13, 2024
Tax-Delayed Isn’t Tax-Free
Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.
February 5, 2024
How to Create A Risk-Free Investment Strategy.
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
November 13, 2023
Bad Financial Behavior and How to Avoid It!
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.
October 20, 2023
Planning Your Future Without a Roadmap?
You want to begin planning your future life, but aren’t sure how. You want help but don’t know how to get stareted. Sound familiar? It should.
September 14, 2023
Older Variable Annuities Can Be Expensive!
Older annuities have grown – and so have their expenses. They may be worth a review.
August 3, 2023
Which is Better: An IUL or a Roth IRA?
When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.
June 6, 2023
Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?
Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.
May 19, 2023
