Jan 24, 2023 Investment Retirement Funding Insights low cost investments how to invest First ETF Turns 30yrs Old. Revolutionizing Low-Cost, Index Investing 30yrs ago this week, State Street Global Advisors launched the ETF, SPY. This was the 1st US-based ETF, which tracks the S&P 500 index. Read More
Jan 16, 2023 Investment Retirement Funding Insights rollover iras TIAA Traditional Lifetime Income Annuity Option - RC Contract There’s been a recent (last 12 months) rise in questions surrounding TIAA Lifetime Income Annuity Options. My opinion, 2 main reasons behind the latest trend of questioning…. Read More
Jan 15, 2023 Investment Insights Something New stock market update how to invest Will 2023 Be a Bad Year for Stock Market.....AGAIN...? Will 2023 be a bad year for stock market......AGAIN? Who knows, but history would certainly suggest odds are against it. Read More
Jan 10, 2023 Investment Retirement Funding Insights Something New how to invest 5 Tax & Investment Changes For 2023 That Could Help Your Finances Rising costs (inflation) have prompted updates from the IRS, broadly impacting Americans' finances. Recent legislation may present further options for the new year - 2023. Read More
Jun 24, 2022 Investment Insights Something New small business I Don't Like Risk Tolerance Questionnaire's As financial advisors, we’re mandated to have a version of these Risk Tolerance Questionnaire on file, but I do believe it’s a poor substitute for good financial planning. Read More
Jun 15, 2022 Retirement Funding Insights Something New small business retirement plans small business What is a Backdoor Roth? What's a Backdoor Roth? Who should use it? Top reason is for those high income earners that CAN'T contribute directly to Roth IRA. Learn how to implement this strategy and secure tax free income upon distribution. Read More