Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse
Wall Street has a problem. They love to make money, like you and me, but sometimes they make money at your expense. Learn how to position yourself to make the not just profit, but income and profit.
Retirement can be a very scary time in someone’s life especially if they are not sure if they have enough to last throughout retirement.
Most investors do not know how to properly measure their portfolio progress. We all want to make money, I get that, but how do you know how much is enough? Is portfolio growth all you need or is there more than that needed to help you plan for your future?
Find where the real money is when you invest. Watch Paul go over the “beef” of your investments.
Knowing whether or not to accepts a company buyout is tough. There are so many variables to take into consideration, with the biggest being if you take the buyout, can you stay retired without the fear of ever running out of money?
The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?
You’ve probably heard of the Robin Hood story. He’s the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.
We’re about half-way through the year, and the summer months can be a good time to take a look at your financial fitness. Are you still on track with savings and retirement goals? Paul Durso from Insight Folios shares some advice for a financial checkup.
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