Investments
August 16, 2010
Securing Guaranteed Retirement Income
Categories: Current Events, Retirement, Investments, Financial Planning
How much of a lump sum would a 65-year-old need to generate an extra $500 a month for the rest of his life?
Read More »
July 27, 2010
Don’t Just Max Out, Catch Up!
Categories: Retirement, Investments, Financial Planning, Tax Planning
If you'll be age 50 or older as of year-end, you can make extra "catch-up" contributions to certain types of tax-favored retirement accounts.
Read More »
July 8, 2010
Annuities Draw New Look at Time of Uncertainty
Categories: Retirement, Investments, Financial Planning
As the markets continue to roller coaster many people look for something to calm their nerves.
Read More »
July 2, 2010
Should I Have An Annuity In My Portfolio?
Categories: Retirement, Investments, Financial Planning
Many clients no longer want to deal with the volatility of the market. They want protection and guarantees and for that we look towards annuities. But what type, if any annuity, should be in your portfolio?
Read More »
June 15, 2010
More Taxes For the “Wealthy”
Categories: Business Planning, Current Events, Retirement, Investments, Tax Planning
The health-care bill that Congress passed in March contained two surprising new taxes to help pay for the changes: an extra 0.9% levy on wages for couples earning more than $250,000 ($200,000 for singles) and a new 3.8% tax on investment income on those same people (technically, people with "adjusted gross incomes" above those amounts).
Read More »
June 11, 2010
Where Will Your Retirement Income Come From?
Categories: Retirement, Investments, Financial Planning
First you must figure out how much money you will need annually in retirement. Then you need to decide where the money will come from.
Read More »
June 3, 2010
Better Late Then Never
Categories: Retirement, Investments, Financial Planning
A majority of Americans say that they are behind in saving for retirement but its better to start saving now then to continue the habits that got you there.
Read More »
May 11, 2010
Four in Five Americans Will Fall Short of Retirement Income Needs
Categories: Retirement, Investments, Financial Planning, Tax Planning
What can you do to make sure you are not one of them?
Read More »
May 7, 2010
What Happened to the Markets?
Categories: Current Events, Investments
Yesterday the markets went crazy. Was this caused by concern over the economy or a technological glitch?
Read More »
May 4, 2010
Go Away in May?
Categories: Current Events, Investments, Financial Planning
Some investors are notorious for selling in May, with that in mind is it time to sell your stocks?
Read More »