4 Reasons Investing In Gold Makes Sense (And Why It Really Doesn’t)
I have a burning question for you: If investing in gold is so great, why is it marketed like...
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Category: Investing
What Is A Donor Advised Fund And How Do Donor Advised Funds Work?
If you’re charitably inclined, a Donor Advised Fund can be a great way to slash your current and future tax bill while also fulfilling your charitable inclinations. They can be expensive though, so make sure you do your homework on Donor Advised Funds.
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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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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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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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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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Roth IRA’s Rock! An Interview with Johanna Turner, CFP
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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How does an HSA work? 2020 HSA Rules
Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...
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