Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement. Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S. Remember, it's very possible to have a higher tax bill in retirement than as a working professional. Where do these taxes come from? Required Minimum Distributions (RMDs) Social Security Pensions Real Estate …
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Hiring a Financial Advisor: The 10 Biggest Mistakes to Avoid
Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manager, an investment manager… the list goes on and on. Believe it or not, these titles have no legal or regulatory meaning. They’re not evidence of experience or education. They’re just marketing tools. In fact, you could call yourself a wealth manager right now if you wanted! That’s just one reason why finding a trained, experienced, …
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
Decades of hard work and savings can be wiped away with one bad investment decision. Don't believe me? Just ask this guy: If you have any amount of money invested in stocks and bonds (or a home you are tempted to leverage), you need something to protect you from making catastrophic mistakes. That's where an Investment Policy Statement (IPS) comes in. An IPS: Dictates how your money is going to be invested Prevents your …
