Retiring on stock market dividends is a great way to retire but this approach is not for everyone. This article will review the pros and cons of retiring on dividends. The PROS are: Inflation protection Lower taxes Predictable Income Low volatility of your income....
Annuities are bad investments designed to hold you hostage for the duration of your life. Annuities are nothing more than a complicated trap that many investors fall victim to. Here are the four most common ways investors get trapped in annuities. Taxes Death Benefits...
Municipal Bonds, are they right for your portfolio? I am going to show you a process to determine if municipal bonds are a good deal for you. We are going to focus on two areas: Taxable Equivalent Yield Liquidity What Are Muni Bonds? First, let’s quickly go over what...
The all-equity retirement portfolio strategy can certainly work for some retirees. There are three areas you need to focus on to win with this retirement investment strategy. 1). Downturns. 2). Distributions. 3). Taxes. Downturns The business cycle is real and...
Retirement planning can be overwhelming. To simplify your retirement plan and increase your odds of success, break your retirement plan down into the following three goals: portfolio, housing, and estate plan. Instead of getting lost in a complicated software program,...
Have you been managing the family wealth yourself for a long time and your spouse is either not interested or not capable of managing the investments if you are gone? Do you fear that your spouse might be taken advantage of by an unscrupulous financial salesperson?...
