Rethinking Retirement
So much of what you hear about retirement is about money – save more, how to allocate, eliminate debt, and on and
Where Should You Invest in 2021: Retirement Accounts or Non-Retirement Accounts?
Investment contributions post-Secure Act – a micro study of whether it makes sense to contribute to retirement OR regular after-tax accounts. The
Retirement Income Planning – The Unused IRA – Part Three of a Three part series.
In Part One and Two of this three part series we discussed the challenges of generating income in retirement. Those with high
Retirement Income Planning – How to Take Advantage of Being in the Tax Vacation Window – Part Two of a Three part series.
In Part One of this Three part blog series we discussed the challenges generating retirement income after you have retired. There are
Retirement Income Planning – How to maximize your after tax income – Part One of a Three part series.
Part One – The Problem You have worked hard. You have contributed religiously to your 401(k)’s and other qualified retirement accounts over
Real Fiduciary Advisors E-Book Now Available
Recently, Addis Hill published a blog titled “You Must Ask” which included an article that identified the problems with Regulation Best Interest
Market reaches all time high despite Covid. Now what? Tips for what to do next.
2020 has been nothing short of astonishing in so many ways. A worldwide pandemic followed by civil unrest and now an impending
You Must Ask!
On June 30th the Securities and Exchange Commission Regulation Best Interest (REG BI) went into effect. The regulation establishes a best interest standard
BREATHTAKING
2020 has been nothing short of breathtaking. The S&P 500 reached an all-time high on February 19th and then proceeded to plummet
Yikes, I opened my Q1 investment account statements, now what do I do?
It seems like an eternity since the Coronavirus stay-at-home orders were put into place. So much terrible news day after day. There
Lessons learned from Bernie Madoff
How did Bernie Madoff make off with his clients money and what you can do to prevent the same thing
Anatomy of a Brokerage Account Statement
There is a big difference in the type of relationship a fee-only advisor has with their clients versus a brokerage
Maximize 2021 Charitable Donations
Do you find yourself donating more to your favorite charities more during Covid since the needs are greater and your
