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The Three Key Benefits of Sound Investment Management Advice

Key Points

  • A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
  • A Strategic Model Portfolio can then be implemented to meet your investment objectives.
  • Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Continue reading → The Three Key Benefits of Sound Investment Management Advice

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Don’t Miss Out, You’ll Regret It (Part 7)

Key Points

  • Housing, education, and healthcare costs continue to rise year after year.
  • The rise in these three categories of spending have outpaced other categories for many decades.
  • If this trend were to continue unabated, almost all household income will eventually end up going into these three buckets alone.
  • This path is unsustainable on many levels. Yet, for now there are government programs out there that can help soften the blow. Not ideal, but better than nothing.

Continue reading → Don’t Miss Out, You’ll Regret It (Part 7)

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Careful. There’s more to think about than just your IRA.

Don’t Miss Out, You’ll Regret It (Part 6)

Key Points

  • There are many tax-advantaged investment options beyond IRAs.
  • Similar to Traditional and Roth IRAs, there’s Traditional and Roth 401ks.
  • Then there are Simple IRAs, SEP, etc.

You would be locking away over $50,000 a year in tax-advantaged accounts. But only if you take advantage of all of your options. Read on for more about these less-well-known retirement plans.

Continue reading → Careful. There’s more to think about than just your IRA.