Articles
The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey,…
A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.…
What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do? Find a buyer, of course. Many savvy business owners know that nothing…
Expect volatility, but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much…
Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders. Classic mistakes are made; changing times…
When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most…
Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been…
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just…
Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last…
It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big “what if” on your mind might be “what if I retire in a down time that doesn’t swing back…
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If what you thought to be true about your investments turned out to be false, when would you want to know?
Tip Number 1: Look at the SAI of the mutual funds you own. The SEC requires each mutual fund company
Asset Protection Tip Number 1 It should be pointed out that many portfolio managers, financial advisors, stockbrokers, and financial planners
Truth Number 1 There can be times when the market goes up and your equity indexed annuity will get 0% credit.
What does your money really have to do to bring you peace of mind? The answers lie in asking the right questions,
Just by reading The Fiduciary Awareness Guide, you will know more than most plan sponsors about what it means to be a prudent fiduciary.
Those who benefit the most are employers sponsoring a retirement plan and those who are currently investing for retirement.
Smart Financial Moves in Your 20s, 30s, 40s, & 50s
The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey,…
A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.…
Preparing to Sell Your Business
What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do? Find a buyer, of course. Many savvy business owners know that nothing…
Growth Report – Monday, July 15, 2019
THE WEEK ON WALL STREET Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000, gaining 1.52% on the way. Additionally, the Nasdaq Composite wrapped up the week…
Growth Report – Monday, June 8, 2019
THE WEEK ON WALL STREET U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed markets, tracked by MSCI’s EAFE index, rose 1.43%.1-4 On July 3, the S&P posted its latest record…
Growth Report – Monday, July 1, 2019
THE WEEK ON WALL STREET A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index, advanced 0.14%.1-2 Last month was the best June for the blue chips since 1938,…
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