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.
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 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.
The Secure Act does many things; here is a list of the biggest changes.
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.
You know how important it is to plan for your retirement, but where do you begin? Your specific needs depend on your goals and many other factors.
In some ways, modern investment planning exhibits a streetlight effect – a small focus instead of a long and flexible one. Most instructional material focuses on identifying principal risk, but what if we were to focus on income?
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. This article aims to address a few of these issues.
How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…
The great debate, do I save for retirement or help my kids pay for college. Watch Charlie Bowers discuss this and give some great advice on how you can do both.
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