Source: the balance BY MIRIAM CALDWELL Updated June 25, 2019 ! Most people are looking for ways to cut back on their spending. Little savings can add up, especially if you do it consistently over time, and doing several...
Source: U.S. News & World Report Only fiduciary advisors are legally and ethically required to put your best interest before their own. By Coryanne Hicks, Staff WriterMarch 21, 2018, at 9:39 a.m. “A fiduciary duty is the...
Source: Forbes Patrick W. Watson Senior ContributorMarketsSenior Editor at Mauldin Economics Some things you just don’t question. Social Security is one of them. You pay into it your whole career, and you expect to get paid when you...
Source: https://to.pbs.org/2IMryVd The annual trustee reports on Social Security and Medicare were released earlier today and showed little change from last year. With both programs facing longer-term deficits, these annual report...
Source: Rule #1 Finance Blog By: Phil Town I sometimes get asked by investors what is a bull market and what is a bear market and how does it relate to Rule #1 Investing? Well, let me put it in our terms… We’re really excited about...
Source: The Street By: Fisher Investments Jun 16, 2017 9:04 AM EDT Costly insurance programs dressed up as investment strategies are unlikely to prove beneficial to your financial health. What if we told...
Source: Real Investment Advice It is always interesting reading article comments as they are generally full of excuses why saving money and building wealth can’t be done. The general thesis is that as long as you have social...
Source: Real Investment Advice Let me start out by saying that I am all for any piece of advice which suggest individuals should save more. Saving money is a huge problem for the bulk of American’s as noted by numerous...
Source: Get Rich Slowly Written by J.D. Roth — published 19 October 2009 (updated 28 May 2019) One of the oldest rules of personal finance is the simple admonition to pay yourself first. All the money books...
Source: The Motley Fool An index fund can give you exposure to many stocks in a single investment, and without the high fees of actively-managed funds. An index fund is a mutual fund or ETF that is designed to track a specific index of...
Source: Kiplinger By MICHAEL REESE, CFP® | Centennial Wealth Advisory, LLCAugust 21, 2019 That massive 401(k) nest egg that you’re so proud of comes with some serious baggage. Here are five major cons of these...
Source: the balance BY DANA ANSPACH Updated November 11, 2018 [Click Here] for more of our videos on YouTube. As you think about retirement and start planning for your income needs, you might hear about some financial...
Source: ThinkAdvisor If a life insurance company can afford such generous caps and floors in their IUL policies, why can’t private investors do the same? By Tom Martin | April 06, 2015 at 10:49...
Source: Forbes By: Stephanie Denning Senior Contributor Mar 31, 2019, 05:00pm “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let...
IUL : Index Universal Life...
Source: ThinkAdvisorBy William R. Buslee, Charles R. McGrew | May 01, 2017 at 06:50 AM The rules can lead well-meaning clients without good advisors into tax-rule maze. The term modified endowment contract, or...
