Most employees do not know what their Social Security benefits will be. They don’t know what their 401(k) will provide for them at retirement, nor when they will be out of debt. Few employers provide disability insurance if you get hurt or sick, so what will happen...
You work hard to save money on a tax-deferred basis so you will have more money after tax. Then you go to retire and have to pay tax on 100 percent of the money you take out of the 401(k). So if you thought paying taxes on your annual income was horrible, wait until...
Take any sport and consider playing strategies and defense always seems to win in the end. Let’s take the NBA Playoffs for example. The highest scoring player of a game is held in high esteem, even paid the most money on the team. Crowds cheer when points are posted...
As you prepare for retirement, you will undoubtedly want to accumulate the maximum amount of money and you will be tempted to use high-risk investments to do so. Your reasoning is you have many years before you will need this retirement income, so even if the market...
As you can well imagine, the idea of “retirement” did not exist in Roman times, nor medieval times, and certainly not when Pilgrims discovered America. What about during the days of Lewis & Clark? Or when the wild West was being settled? History teaches...
Following is a typical disclosure notice you might see at the end of an investment report. Take the time to read this disclosure, you might be surprised what you find: If a numerical analysis is shown, the results are neither guarantees nor projections, and actual...
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