We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Is the Federal Reserve Really Tapering?
on February 26, 2014
with No Comments
The conflicting information of the Federal Reserve report has to do with the so-called tapering of asset purchases.
Is Social Security Stealing Your Chance Of Being A Millionaire?
on February 23, 2014
with No Comments
Social Security withdrawals have enslaved workers to depend on government largess when they could have been independently wealthy.
David Marotta Interviewed Discussing MyRA Plans
on February 22, 2014
with No Comments
David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.
Social Security
on February 21, 2014
with No Comments
Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.
Liberals Characterized Privatizing Social Security As A Risky Venture
on February 20, 2014
with No Comments
Even the Social Security withdrawals of average workers would produce millionaires if they were allowed to be saved and invested in private accounts.
How To Report Backdoor Roth In TurboTax
on February 18, 2014
with No Comments
How to report a backdoor Roth in Turbo Tax.
Obama Expands the Permanently Unemployed
on February 16, 2014
with No Comments
The economics of the job market are complicated, and an executive order can’t grant America a higher wage.
Which is Better: Bad Market Timing or Not Investing?
on February 15, 2014
with No Comments
Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.
Advisors Must Stop Client Self-Destruction
on February 13, 2014
with No Comments
Sometimes the best advice is when a competent advisor tells you that you are wrong.
How Much Should I Save for College?
on February 12, 2014
with No Comments
I’ve learned to develop a thick skin when sharing ideas with the masses but if these commenters represent some general barometer of financial sanity, we appear to be losing the battle.
Develop A Network Of Friends In Retirement
on February 11, 2014
with No Comments
Having community is important for a successful retirement. Men may find it requires more work to achieve.
Obama’s myRA Plan Violates Multiple ERISA Laws
on February 9, 2014
with No Comments
Willful violations of ERISA legislation carry criminal penalties of up to a year in prison for the plan sponsor and a fine of up to $100,000 for the corporation.
End-Of-The-World Money Moves
on February 8, 2014
with No Comments
How do you prepare for the end of the world?
Opening A Brokerage Account
on February 6, 2014
with No Comments
Opening an account is the first step in getting started in investing.
Does Buy Term and Invest the Difference Still Work?
on February 5, 2014
with No Comments
Imagine these two strategies competing in a track race. It’s as if one runner were told to wait until the other finished her first lap before beginning.