Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.
What will the impacts of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) be?
The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?
One Two Punch to the Economy. Still…. YOU WIN!!
Nobody Likes a Stress-Test… Until It’s Over Stress-testing your financial plan is never fun or easy, but it’s good knowing that your plan will hold up. Market corrections are going to happen, as evidenced by the corrections we are currently experiencing. Can’t you just see …
The SECURE Act
What do you need to know about the SECURE Act that passed in December 2019? A look at the changes to RMD’s and the “stretch” provision.
Coronavirus: Don’t Hit the Panic Button
Instead of continuing to get caught up in the fearful narrative that surrounds this novel coronavirus and has thus pummeled our markets, let’s look at the positive side of things. To do this, we need to focus our attention on company financials, hard data and key economic indicators – all of which are positive right now.
Don’t hit the panic button (Can the Coronavirus derail my retirement?)
While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.
Marriage & Finance
What are the money challenges unique to marriage? Are you and your spouse having the right conversations? Do you have the same financial destination?
Diversification Distraction
A look at the relative importance and risks of diversification.
Fisher of Fees
There are two major issues that need to be dealt with when planning for retirement. First and most important is ensuring that you will have the income you need, and second is the necessity of having a plan.
If It’s So Good…
I am often asked in regards to the Insight Folios investment strategy “if it’s so good, then why isn’t everyone doing it?” What this question refers to is the use of dividends to create income. Most investors have a basic misunderstanding of how dividend income …