Our Approach and Process-
You have spent a lifetime working and saving for your retirement. But, have you given any thought to a distribution plan? Particularly, a plan that will; provide consistent , dependable Income, mathematically calculate how much of your nest egg should be invested in stocks for at least 15 years to mitigate risk and structuring your portfolio to supply inflation adjusted income and growth for the assets that are generating that income.
Perhaps you should consider our process, Advanced Time Segmentation. Learn more by clicking on the link
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?