Why am I losing money? In my role as an investment adviser, I have the distinct privilege of providing advice to clients who have achieved great success in their respective careers and businesses. Many have degrees from the top universities of the world. ...
The inflation adjusted 4% rule is a common retirement spending strategy. To follow the rule, you spend 4% of your portfolio in your first year of retirement and then increase your spending every year thereafter by 3% to account for inflation. To see if...
How Many Financial Advisors Have Conflicts of Interest? Approximately 90% of financial advisors are dual registrants which means they are both financial advisors and stockbrokers. Dual registrant financial advisors often market themselves as “fee-based.”...
Today we are going to look at the differences between a fee-only vs fee-based advisors.I am writing this article for all of you who are working with someone who tells you they are fee-based and they are probably ripping you off, hiding their commissions, selling you...
Today we’re going to look at how much federal tax you pay for $150,000 of retirement income. This is going to be a very helpful tax planning and retirement planning article. For those of you who are trying to get a handle on how much tax you are going to pay at...
