Today we're going to spend some time talking about a subject near and dear to my heart, demographics. With demographics, I'll illustrate to you the power of the American consumer. You might be wondering why I like demographics so much, and that would be a reasonable question to ask. My answer is this. Demographics are the closest thing we have to a crystal ball when predicting future trends in the economy.
It's Wednesday, November 11th, as we record this, and the election is over, right? Maybe not. It's Dean Barber, founder, and CEO of Barber Financial Group, along with Bud Kasper. We come to you with a special election update, whether or not you believe that the election is over or that it's going to end up in the courts. We're here to talk to you about what has gone on so far. And what it means to you as an individual.
A recent study by the TIAA Institute sheds light on the millennial generation's financial literacy and how it stacked up against other generations. The findings are shocking and bring attention to the sheer lack of proper financial planning education in many generations, not only the millennials.
Episode 31 - Ed Slott | America's IRA Expert, Ed Slott & Company, LLC
In this episode, you’ll learn how to navigate the rapidly changing tax landscape we’re all living in. You’ll discover why it’s all but impossible to memorize the tax code and be 100% right in every situation - but how you can get the advice you need to make strategic decisions and plan for the best possible outcome.
Episode 30 - Chris Buck | Head of Capital Markets & Sales at ROBO Global®
Today, Chris and I discuss his company and the financial products they’re making available to investors, how new technology transforms every industry it touches, and how you can potentially make some of his favorite innovative companies part of your retirement portfolio.
COVID-19 has ravaged the global economies in recent weeks, unfortunately leaving an average indentation on retirement portfolios of Americans of $16,000 as of the close on March 9, 2020. For those who are preparing to retire shortly, you may be rethinking those plans due to concerns about having your retirement savings damaged enough to where maybe working a bit longer seems like a good idea.
When you reach age 70 ½, you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs).
Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs.
Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.
Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.
Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.