It's what's new. It's what's next. It's what WORKS!
Investors LOVE tracking their invested dollar. There's something enjoyable about watching the play by play in a bullish market. When the market takes a down turn it is a bit less fun. We've had clients experience a 40% loss due to market volatility. Can you imagine putting $100,000 in an investment and only having $40,000 when life requires you to cash out? Our clients do not have to! Our clients would have maintained their $100,000 regardless of market down turn, but enjoyed
Bank CDs versus MYGAs. If you're not sure what an MYGA is, dive right in!
Are you a saver? Then you likely enjoyed traditional bank issued Certificate of Deposit that offered a guaranteed interest rate coupled with a fairly short commitment. MYGAs also do EXACTLY that. They also eliminate the 1099 you receive at the end of each year causing you to pay tax on the interest earned. Instead the interest becomes part of the amount that future interest will be calculated off. This tax deferral is a powerful way to grow your money! You'll pay tax on the m
Employer sponsored retirement: Is it focused on Income in retirement or return on invested dollars?
As Harvard Business Review often does they are addressing the tough questions that most with an employee sponsored retirement plan feel they do not need to know. We don't want you caught by surprise before it is too late to position for the lifestyle you are looking to live in. "Once an add-on to traditional retirement planning, DC plans—epitomized by the ubiquitous 401(k)—have now become the main vehicles for private retirement saving.But although the move to defined-contrib