Ten Mistakes to Avoid When Retiring

You learn a lot over 30 years as a financial advisor.  You see those who make smart decisions with their money and those who wish they could have a “do-over”.  I’d like to impart some of the wisdom that has been gleaned by working with so many different kinds of...

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7 Bricks in a Wall of Worry

The U.S. economy continues to expand into the record book as possibly the longest streak in history.  You can't help but speculate about when it will end. Jay Yoon writes an interesting article that turns market participant hesitation into a positive opportunity, as...

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What do you have in common with the richest retirees?

Robert Pascuzzi co-author of Get Tough — Retire Rich: Amassing Your Fortune After 40 shares some interesting, but simple commonalities that people possess who make for a successful retirement. Enjoy! The sweet life of retirement is a lifestyle that just about everyone...

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5 Big Retirement-plan Investing Mistakes

The road to retirement is a minefield. Your investment returns may be lower than you'd expected. Inflation could be higher. You can pick the wrong asset classes. All sorts of things can go wrong. Most investors know the biggest mistakes even if they find them hard to...

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How can Master Limited Partnerships (MLPs) Benefit Me?

Please join us as we listen to Dave Dewitt, of DeWitt Capital Management, as he navigates through the many current changes that are now occurring in Master Limited Partnerships (MLPs). • The changing dynamics of the energy infrastructure sector • How the industry is...

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Don’t MISS Out by Clowning Around!!

So far in 2018 the US stock market is in the same place that it was at the end of 2017. Here’s what starts to happen.. Investors begin to get impatient They are tempted to chase after the returns of whatever investment is in favor at the moment, after all, it must...

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Beware the Kiddie Tax

Income shifting is defined as a person in a high tax bracket giving an income producing or appreciated asset to another person, typically a child, who is in a lower tax bracket to hold or sell. This transfer is sometimes made to a child under the age of eighteen and...

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