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Retirement
Now.
Daily IQ Retirement Brief 5/25/23
Daily IQ Retirement Brief 5/25/23
Mastering Money 5/23/23
Artificial Intelligence is not just a future thing, it is happening now in more ways than you might think. Today in the Market Intel Segment, we review how an A.I. “bot” beat a traffic ticket in New York City. Then, in the Q & A, we examine the key priority you can’t afford to overlook when planning your retirement…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/15/23
Daily IQ Retirement Brief 5/15/23
Mastering Money 5/15/23
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Mastering Money 5/16/23
You often hear about stock buybacks…tax-and-spend Democrats hate them, but they actually benefit all investors of all parties and persuasions at times. And the reality is that share prices often DO rise after the buyback of popular stocks. Are buybacks a financial “trick”, or a financial tool for smart CEOs to drive value for their investors? We’ll examine closely in the Market Intel segment, then Chris Hill, voice of the Motley Fool Money Show joins us to talk stocks in the Q & A. A fact filled show you don’t want to miss, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/16/23
Daily IQ Retirement Brief 5/16/23
Daily IQ Retirement Brief 5/17/23
Daily IQ Retirement Brief 5/17/23
Mastering Money 5/8/23
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Mastering Money 5/9/23
Inflation is proving to be “sticky”… we can’t get rid of it fast enough. The problem is the result of an explosion in money printing courtesy of Congress combined with an Implosion in the supply of energy resources courtesy of a Biden Executive order. As the supply chain has normalized and Covid fades into memory, a new cause of inflation is being recognized by economists called “EXCUSE-flation”. Businesses are keeping prices high because they still are leaning on excuses. Its real, and we’ve got a report on that in the Market Intel Segment. Then famed Oil Expert Phil Flynn joins. A timely show you don’t want to miss…MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 5/9/23
Daily IQ Retirement Brief 5/9/23
Who We Are
Disciplined
What We Do
Guide & Coach
How We Work
Our Mission
Keeping Your Retirement Goals Front and Center
As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.
At this stage, most of our clients have important questions, such as:
- Social Security: When is the best time to start collecting?
- Required Minimum Distributions (RMDs): How will they impact your taxes and income?
- Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
- Retirement Security: How protected are you from market volatility?
- Mutual Fund Concerns: Are they too risky for your retirement goals?
- Risk Reduction & Income Growth: How can you create more stability?
- Tax Strategies: How can you minimize your tax burden in retirement?
- IRA Rollovers & Roth Conversions: Are they the right move for you?
- Investments & Annuities: What role should they play in your financial plan?
- “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)
If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.
Getting Started
Step #1
Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
Review
We evaluate your current situation and identify key action points — starting to develop your strategy.
Step #3
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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