Simple illustration shows how volatility and sequence of return affect your retirement nest egg.
Consulting with a Certified Financial Planner (CFP) professional is a great move! A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind.
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
In this post, I share three simple calculators I found and reviewed that you can use to estimate your 2018 income taxes. Plus I give you three bonus tax-saving tips to help you reduce your tax burden.
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI's) including Structured Notes and CD's.
Many market analysts screen for stocks with high dividends. But in a recent screen, I searched for the 100 largest companies in the USA that pay no dividend. These companies represent potential no-tax growth stocks. I posted my findings to a LinkedIn article shown below.
Online brokers are a proven smart way to invest. And they're not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That's a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here's what to look for in an advisor:
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.