Retirement Withdrawal Strategies
You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost...
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What is Asset LOcation?
Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.
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What is portfolio Rebalancing And How Does It Work?
Portfolio rebalancing is the process of buying and selling portions of your investment portfolio...
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What is financial planning?
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
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Will distributions from my roth conversion be penalized?
Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.
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Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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What Does A Financial Advisor Do?
What comes to mind when you think of hiring a financial advisor? Stress and anxiety or peace and...
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Coronavirus Craziness! Investing with the virus
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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3 Keys To Knowing “Are Financial Advisors Worth It?”
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 Changed Your Required Beginning Date For ira Required Minimum Distributions
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? I’ll show you in 5 steps
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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12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning
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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