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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What comes to mind when you think of a financial advisor? Stress and anxiety or peace and...
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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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Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...
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One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
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Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.
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