Entries by Roger Gainer

Do You Have a Tax Plan?

Most folks look to diversify their investments to achieve growth and capital preservation. You should also consider how important tax diversification is to having lonag term financial security.

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Podcast: Anticipating Tax Changes in 2021

No one could have predicted 2020 would end with a global pandemic, and what’s to come for the rest of 2021 is anyone’s guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can’t. We’ll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.

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Taxes Are Going Up, Do You Have a Plan?

It’s not how much you have, it’s how much can you spend once you get to retirement. This article reviews ways to plan.

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Podcast: Putting 2020 Into Perspective

No one could have predicted 2020 would end with a global pandemic, and what’s to come for the rest of 2021 is anyone’s guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can’t. We’ll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.

Podcast: Tools to Get Through This

With so much uncertainty in the world today, it’s more difficult than ever to make decisions that can help you progress toward your financial goals. In this episode, Roger explains how you can build a retirement income plan that will allow you to stop worrying about where your income will come from in retirement. He also shares some helpful tools you can use to assess your financial situation and organize your priorities.

How Reliable Will Your Income Be in Retirement?

Roger GainerRoger holds the coveted and well-earned designations of Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RIPC®) from the American College. He is also a licensed insurance agent for life and health insurance and a Certified Paralegal for Estate Planning.

Podcast: Don’t Get Scammed

In times of economic crisis or uncertainty, people are more likely to get scammed. So how can you protect your investments and avoid being taken advantage of? In this episode, Roger shares five key questions you should always ask before making an investment, along with some other advice to help you avoid scams and have greater peace of mind.

The Kenneth Casey Ponzi Scheme

It always saddens me when trusting investors get scammed. No matter how many Ponzi schemes and investment frauds occur, people still get taken advantage of, most of the time unnecessarily.

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Podcast: What’s Working Now

Even with the pandemic there are still certain financial strategies and investments that are working well for people. Let’s review each one.

4 Financial Strategies For Success In The COVID Era

I have spent the past few months looking for options to the rising volatility and risk in stocks, bonds and other markets. Let’s look at some solid options that will work now, and when things get better.