Tag: IRAs

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

Making an IRA Part of Your Estate Plan

I’m a big proponent of making  IRA’s part of your estate plan.  They have many attributes a person can utilize when planning for the inevitable....

Alternative Investments to Reduce Medicare Surtax

This is a simplified article to bring attention to the change and provide rudimentary guidance as to what you can do to help avoid the...

The Four Best Online Investment Sites

This segment of the market is already getting confusing. The online investment sites are being called robo-advisors and online financial advisors. The reality is they...

Pensions, an Endangered Species

Politicians lie. A statement we all learn to be true before we reach voting age. Yet most Americans still believe politicians when they promise us...

How to Calculate Your Investment Performance Expectations

What are your investment performance expectations? The answer should be based on your needs and several variables (expenses, inflation) that impact your net results and the...

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