Do I Need an Investment Advisor? Most of us are busy with work, kids, church, walking the dog, possibly caring for an elderly parent, and a variety of other responsibilities…
Fundamentals of Investing Don’t fall prey to herd mentality With the government shutdown and other worldwide uncertainties, by “not following the herd,” the investor has opportunity. When we have wars,…
How to Control Risk in Your Bond Portfolio Do you wonder how you can control risk in your bond portfolio? Many are worried about interest rates going up and…
2013 Year End Tax Tips Now is the time to consider these 2013 year end tax tips. Consult your tax advisor to see what is best for your situation. IRA…
2013 Fiscal Cliff is a major concern for many. We know that if congress does not act the Bush tax cuts will end this year. The current rates are (10%,…
Do you have a 401k with a previous employer? Does it make sense to do a 401k rollover to the new employer or should you roll it over to a…
Many people nowadays are under utilizing Roth conversion strategies as well as not contributing as much as they should to Roth IRAs. The theory behind having a traditional IRA is…
Tax planning is the biggest over looked area when it comes to individual investing. Many advisors are so busy chasing returns that they lose sight of the things that they…
The Bureau of Labor Statistics determines the amount of inflation by checking on the price of a basket of goods and comparing those prices to other years. The difference in…
The best way I would describe how to Bulletproof your financial planning is like going to the doctor and getting a complete physical. You really need to look at the big…
Retirement planning can be a tricky mine field. How can someone plan for retirement if they don’t know what risks to plan for. Below are the risks that should be…
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