Are you worried about the Coronavirus and your financial and retirement planning? YOU’RE NOT ALONE! Should you buy more stock . . . or stay to the sidelines? I discuss Coronavirus and your money in this webinar.Read More
Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®
Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.Read More
The Secure Act passed in 2019 and it dramatically changed your required beginning date for IRA required minimum distributions. Here’s what you need to know to avoid a 50% penalty!Read More
How much do I need to retire? Well that depends on several factors like how much in Social Security and pension income you’ll have, what do you plan on spending in retirement, how much debt do you have and will you liquidate assets to cover retirement expenses.Read More
Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!Read More