In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.
On August 26th of this year, sophisticatedinvestor.com released the results of a survey they conducted with 2,000 US investors. In the survey, respondents were asked which geopolitical or economic event they felt was most concerning where the health and safety of their investments were concerned. They surveyed men and women between the ages of 35 to 65+ from coast to coast. Here are the top 5 things investors are worried about today.
On August 14th, 2019 the Yield Curve between the 2-Year and 10-Year Treasury bond inverted for the first time since May 2007. This caused the stock market to sell-off, with the Dow Jones Industrial Average dropping more than 800 points. What happens after a Yield Curve Inversion? Why were the markets so spooked?
Many use a living trust in their estate planning strategy. However, whether it’s right for you depends on your personal necessities, goals, and situation.
Episode 1 - JoAnn Huber, CPA, CFP®
For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come.
Episode 2 - JoAnn Huber, CPA, CFP®
In the last episode, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA.However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.
If you have decided to retire, you have probably already addressed a host of financial questions with your financial advisor.
In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.
Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan.
Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.