Learn From Us

Education

Reflections on Being Thankful

It has been some time since I stepped away from a strictly financial planning topic and pulled back the curtain to talk about something more personal. The goal of this e-newsletter every month is, after all, not about me but about how I can help you find Clear Direction for your Retirement. However, with Thanksgiving...
Read More
IRA Planning

IRA Planning – What Now with New Tax Laws?

Change, as annoying as it can be, is inevitable and so we must be proactive in dealing with it. This is especially true as it pertains to our finances. For most investors, qualified tax-deferred accounts (IRA’s, 401k’s, etc) are where the majority of their retirement assets are held. In that regard, there have been recent...
Read More

The Five Critical Puzzle Pieces of Your Retirement Plan – Part 2*

In Part 1 of The Five Critical Puzzle Pieces of Your Retirement Plan (here), we detailed how putting your retirement plan together is like fitting together or coordinating the pieces of a puzzle…some of which are constantly changing. We looked at the first of the five puzzle pieces, the Income Plan. In this post, we’ll...
Read More

The Five Critical Puzzle Pieces of Your Retirement Plan – Part 1

My wife and I are pretty spontaneous travelers. In spite of this, we have found that planning around a few basic things based on where we travel can really help us get the most out of our getaways. Doing some pre-planning around things like our ultimate destination, how long we’re going to stay, specific directions...
Read More
ROTH IRA

Roth IRAs and the New Tax Laws

As most of you probably know, the new tax law that went into effect for 2018 presents both challenges and opportunities for many. For many of our clients, one of the opportunities this change created concerns Roth IRA conversions. To refresh your memory, a Roth conversion is different from a Roth contribution. A conversion simply...
Read More
Dollar Bills

Negative Interests Rates May Be On Their Way

Have you been hearing rumblings of negative interest rates? If you've been reading what's being said in financial media circles you may have heard prognosticators discussing the specter of negative interest rates. You may be asking, “What’s exactly is a negative interest rate? Who would ever invest like that?” To understand what negative interest rates...
Read More
Billionaire Mentor

The Secrets of Arkad: Your Personal Billionaire Mentor – Part 2

In our first post on “Your Personal Billionaire Mentor” (here), we looked at the first two secrets for building wealth drawn from the book “The Richest Man in Babylon” and its primary character, Arkad. He apparently did pretty well for himself, as he went from poor scribe to reportedly being the richest man in all...
Read More
Billionaire Mentor

The Secrets of Arkad: Your Personal Billionaire Mentor – Part 1

Imagine what it would be like if you could be personally mentored by a billionaire. Do you think you would learn anything about building wealth? What could you teach your children? According to Forbes Magazine’s list of billionaires from March 2019, Jeff Bezos sits atop the leader board of the world’s 2,153 billionaires at $131...
Read More
IRA

Individual Retirement Account Planning – What Now?

Change, as annoying as it can be, is inevitable and so we must be proactive in dealing with it especially as it pertains to our retirement savings planning. For most investors, tax-deferred accounts, such as IRAs and 401(k)a are where the majority of their retirement assets are held. In that regard, the changes in the...
Read More
Storm

Avoiding Investment Disasters: It’s No Accident – Part 1

This is the first in two posts on how avoiding investment disasters is no accident. It takes careful and thoughtful planning. It’s true in life but is especially true in terms of investing: avoiding disasters is no accident. When markets are up, indices are consistently setting new records, investor exuberance is high and risk management...
Read More
READY TO TAKE

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 866-416-1703 OR 936-449-5952