If you’re worried about the markets I want to help you navigate your finances by teaching you the 7 ways you can actually make money during the Coronavirus catastrophe, and most importantly teach you how to never worry about these market meltdowns again!
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What comes to mind when you think of hiring a financial advisor? Stress and anxiety or peace and...
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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.
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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.
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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!
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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.
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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!
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You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.
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In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.
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A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.
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Financial advisors get paid in a wide variety of ways including salary, commissions, fees only, and fee-based (fees plus commissions). It’s critical you understand the financial incentives behind your financial advisors’ advice to you.
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I know that your death is not what you want to think about, but take the time to understand how...
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