Posts Tagged ‘financial advisor’
To Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreIs the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreMonday Morning Motivation – Mercy
Is it time that you extend mercy to someone, so that you can enjoy the playground of life?
Read MoreIs Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Read MoreBruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Read MoreMonday Morning Motivation – Dependence
Do you need to reconsider your perspective on dependence on others?
Read MoreBecoming Comfortable With Money
It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.
Read MoreWhy Emotions Cause Investors to Fail
If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…
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