Failing to perform due diligence when choosing a financial advisor can create many problems, especially as you enter retirement. A great way to begin the necessary vetting process is to put together a list of essential questions to ask your advisor candidate. Candidates must answer these fundamental questions to your satisfaction before being considered.
America Strong
The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.
Carpe COVID
A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions.
Strength in Numbers
Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.
Insight Folio’s “Dividend 30” Portfolio
Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.
How About that Emergency Fund?
The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?
4 feel good money tips you need to know regarding CoronaVirus news…
Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.
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.
Charlie Bowers on WBTV: Coronavirus and Market Uncertainty
Charlie Bowers discusses market volatility, especially as it applies to the current coronavirus scare.
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.