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.
Video: Roth Segregations
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Video: Roth Segregation Part 2: Implementation
A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
Getting Started With Investing
There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.
Video: Getting Started with Investing
There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.
Radio: Congressional Earmarks
David Marotta discusses the politics of congressional earmarks.
Social Security 6: The 70-66 Strategy
Future earnings and the potential for Roth IRA conversions should be part of your plan.
Social Security 5: File and Suspend for Soon-to-Be Widowed Homemakers
Healthy spouses with little earnings should encourage their partners to delay filing.
Social Security 4: File, Repay and Refile to Get an Interest-Free Loan
Filing early and then repaying is the least dangerous for those who are single or for a husband and wife whose benefits are roughly equal.
Social Security 3: Delay Filing for Younger Wives and Homemakers
Dying young never jeopardizes a retirement plan financially.
Social Security 2: File Early If You Plan to Die Young
Filing early exacts a steep price.
Social Security 1: Planning Is Crucial
Your filing option choices may be worth $250,000 of income or more.
Government-Provided Economic Security Is an Illusion
The various congressional bailouts have been touted as essential to the nation’s economic security. So long as the notion of economic security remains vague and abstract, it has wide support. But anyone who examines the details should realize this so-called security threatens our freedom and stability.
Safeguard #6: Recognize And Avoid Financial Hooks
To safeguard your money, you must be able to extricate yourself from any bad investment quickly. Of course, the companies that sell mistakes don’t want you to be able to do that, so they use financial hooks to hold your money captive.
Safeguard #5: Understand Your Investment Strategy
You have a critical part to play in financial planning. Certain responsibilities cannot be delegated to others.
Safeguard #4: Buy Investments That Trend Upward
Crazy volatile markets push people toward irrational investment schemes. Know how to avoid them in order to safeguard your money.