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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...
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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...
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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...
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Hound Dog

Hound Dogs and Retirement – Part 2

In our previous post, we discussed that when it comes to retirement planning, one way to eliminate the discomfort of what for many is a painful process is to make sure you have a plan in the first place. Most people don’t and instead focus their efforts are buying certain types of financial products. In...
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Hound Dog

Hound Dogs and Retirement Planning – Part 1

I recall the story of a man walking down a country road who hears the awful sound of an animal in pain. As he nears an old shack along the dirt road, he spies an older gent on the front porch, calmly rocking in a creaky old rocking chair. Beside him his hound dog raises...
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Investing Disaster

Investing – Is Your Discipline A Disaster?

As of the end of 4th quarter 2018, the markets and everyone in them experienced a beating. The past has a way of repeating itself and it certainly did in the market last fall. The bull market enjoyed for over nine years, which was and still is extremely overbought and in desperate need of a...
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Working Retirement

How to Have A Successful Working Retirement

Over the years of meeting with people to help them plan out their retirement strategy, you tend to see a little bit of everything. In the process, I’ve learned a few things that can benefit others. One of the things I’ve learned is that there are basically three types of retirees: Those who have a...
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401(k)

401(k) Tax Mistakes – Part 2

This is the second part of a two-part article on 401(k) Tax Mistakes  In the first part of this article on 401K mistakes (here), we discussed the fact that overdoing your 401k contributions can cause you tax troubles down the retirement road. Because this is not an obvious mistake, it tends to sneak up on...
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401(k)

401(k) Tax Mistakes – Part 1

This is the first of a two-part article on 401(k) Tax Mistakes. Have you ever heard the story of the frog that was tricked into climbing into a kettle of nice, cool water by a hungry foe? Unbeknown to the comfortable frog, the kettle he was lounging in was really on a stove. Slowly but...
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Retirement Nest

Hidden Pitfalls of IRAs and 401(k)s – Part 2

This is the second post of two on the Hidden Pitfalls of IRAs and 401(k)s. In our last post here, we discussed the penalties associated with withdrawing money early from either IRA’s or 401(k)’s. In this second post on this subject, we'll talk about another aspect of these plans that creates problems. The rules-based conditions...
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