Posts

ETF
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5 Powerful Reasons to Invest in ETF's

Exchange Traded Funds (ETF), have become increasingly popular. ETF's have some significant advantages over traditional mutual funds. ETFs are similar to index mutual funds. Index mutual funds and ETFs often duplicate their holdings. within…
CRT Charitable Remainder Trust
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Massive Tax Break for "Doing Good" - CRT

Huge Income Tax Savings and Retirement Income Strategy Awaits You! After a ten-year Bull Stock Market run you may own stocks or stock mutual funds that have huge taxable gains waiting for you if you were to sell. Q. Why would you want to sell…
Retirement Plan
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What it Will Take for You to be Financially Independent?

It all comes down to spending. Your ability to be financially independent is primarily based on your overhead. On one end of the spectrum, you could live in a trailer park, paying cash for your trailer and live on groceries and minimum utility…
Private Pension
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Is a Private Pension in Your Future?

With CD's paying next to nothing, we need some creative ideas to generate more income during retirement... Creating your own pension may be an attractive option for you. Most of us have a notion on what a “pension” is, as you or someone…
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Do You Have Financial Peace of Mind?

Do you have financial peace of mind? You are where you are today because of the decisions you have made in your life. We usually get what we deserve in life.  When it comes to money, how you handle your monthly cash flow is the single most…
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3 Retirement Obstacles

Getting older just kind of happens.  The next thing you know you've hit 50 and can't believe you are that old. Many of my clients are fiftyish and have their focus squarely on getting their childthrough the college years and/or retirement.…
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Why CFP® Certification Matters

Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification…
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Stock Market Roars Up - Use Logic Rather Than Emotion

The U.S. stock market just had a terrific first quarter.  The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn't advance…