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Year End Money Checklist

It’s no secret that the end of December is one of the most stressful times of the year for many people.  Whether you’re getting...

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Financial Health Matters

Today, June 27th, is #FinHealthMatters Day. Created by the Center for Financial Services Innovation (CFSI) in 2016, Financial Health Matters Day reminds us how...
The Lifelock review - Is Lifelock worth it?

Steps to Protect your Financial Information

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Michael Garry, a Financial Advisor in...
Estate Planning takes time and consideration. Make sure your plan is set up properly from the start.

What Is Estate Planning?

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Dave Fernandez, a Financial Advisor in...

Power of Attorney and Potential Estate Planning Issues

Power of Attorney and Potential Estate Planning Issue First, I want to thank Greg Phelps for inviting me to write another article on RetireWire. Last time,...
Plan and prepare to profit from the next market downturn.

3 ways to plan, prep, and profit from the next bear market

3 ways to plan, prep, and profit from the next bear market   It's not a question of "if", it's a question of "when". We will...
Remove all non-systematic risk possible.

3 ways to eliminate unnecessary investment risks

Are you deliberately taking unnecessary investment risks?   There's one way to achieve your life goals which take both money and planning. You must create - and stick to...
The Lifelock review

The Lifelock Review: 3 Steps To Lock Your Life WITHOUT Lifelock

The Lifelock Review: Is Lifelock Worth It?   We get asked quite often, “How do I protect myself from identity theft?” It’s a financial matter after all,...
Save taxes with a Simplified Employee Pension plan now!

SEP Plans – Simplified Employee Pension Plan

What are SEP Plans - Simplified Employee Pension Plans?   A simplified employee pension, more commonly known as a "SEP plan", is an employer sponsored plan...

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Establishing residency for income tax purposes

A reader writes in: "I'm a Nevada resident, but I love California, and most of my family is there as well. I'll be retiring soon...