Posts by webteam
A Medicare Surcharge That Might Surprise You If You’re Not Careful
Who out there has heard of IRMAA? Likely, not many. When I hold seminars and ask who’s heard of IRMAA, few people raise their hands. For those who haven’t and…
Read MoreWhat to Look for in a Financial Advisor
Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come…
Read MoreAre Financial Advisors Fiduciaries?
Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of…
Read MoreRetirement Checklist
The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were…
Read MoreHow To Build Wealth in Your 50s
Not everyone starts saving for retirement at the same time. Of course, the earlier, the better, but it is never too late to get on track. For many Americans, hitting…
Read MoreHow to Invest for Retirement
With the cost of living and the average life expectancy both on the rise, retirement planning has become more critical than ever. Everyone knows that they should start saving for…
Read MoreHow Investments Make Money
Historically, investing has proven itself an excellent way to increase your wealth over time. It is strongly favored over basic savings accounts by financial experts and advisors around the world.…
Read MoreRoth IRA: Convert Now or Pay Later?
The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises,…
Read More6 Mistakes to Avoid When Planning Your Retirement
When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. We picture a house near the beach or a golf course.…
Read MoreUnexpected Problems Can Hurt Your Retirement
As they look ahead to the future, too many retirement-minded investors simply haven’t paid enough attention to the setbacks and problems that can damage their plans and dreams for retirement.…
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