You and your beloved are nearing your golden years. Your decades of hard work, sacrifices and smart investments are finally going to pay off. And when it comes to Social Security benefits, you’re...
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07/25/18
06/25/18
The Surprising Tax Deduction Every Landlord Needs to Know About
If you want to energize a room full of people, pose the following question: “What do y’all think? Is real estate a good investment?” Even among financially savvy people, this question can bring...
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05/14/18
Hey Gen-Xers, Here are 6 Ways You Should Plan for Retirement
If you’re part of Generation X, you might think there’s nothing to be done about retirement: You’re either ready… or you’re not. In fact, nearly 40% of your peers already feel like...
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04/12/18
Video: Learn How to Tune Out the Stock Market Noise
Here’s a great video by Dimensional Fund Advisors which drives home the emotional ups and downs of the stock market. Enjoy with the sound...
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03/02/18
Bonds or Bond Funds: What makes sense for Retirees?
Many retirees are nervous about expanding their portfolios with bonds due to the uncertainty of the rising rate interest rates. Nevertheless, individual bonds or bond funds are a necessary component...
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02/08/18
Common Problems with Annuities in Retirement Planning
Cost, Complexity, and their Irrevocable Nature (once you annuitize) For a long time, annuities have been considered a tool by many that can help with retirement planning by providing a stable,...
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