The following is the transcript from Episode 14 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Purpose is understanding your why. Without that purpose, without […]
Podcast: Tax Reform & How To Prepare For Uncertainty Read More »
In 2017 I heard from more clients, associates and friends about being scammed or nearly scammed. Over the past three or four months, there has been a major increase in scams, viruses, ransomware attacks and identity theft schemes. Given the current state of affairs, I would expect there to be many more, and more sophisticated, threats to surface in the upcoming year. Those who take a few minutes now to plan and protect what you have worked so hard to create, will likely safeguard their wealth from the variety of threats out there.
As the new year begins, looking back, how was 2017? Did you accomplish everything you set out to do? Do you look at it as a good year or bad year? Each year, at this time, I like to take a few minutes to look back, review some of the highlights (and lowlights) and then take a look forward.
The 3 Things to Secure Your Retirement Dreams in 2018! Read More »
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What Do The California Wildfires Have to Do With Risk Management? Read More »
The following is the transcript from Episode 9 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Because it\’s such a large expense and as
Given the complexity of issues, investments, laws and markets, more and more people are turning to Financial Advisers to help navigate the many challenges and obstacles that can prevent you from creating the future of your dreams.
You may have heard about the Department of Labor’s new Fiduciary rules that partially took effect on June 9, 2017. These new rules were originally supposed to be implemented in April, but the new administration requested a 60 day delay to hear more commentary before being put into force. This isn’t intended to be an editorial on the rule, but an explanation of what it is, why it was created, and how it might change the way we are able to help our clients in the future.
What the New Department of Labor’s New Rules Means for Your IRA Read More »
Albert Einstein once said that compound interest is the eighth wonder of the world. What he was referring to was the nearly magical way that, given enough time, compounding can grow your money powerfully and consistently.
As I look back at this year one can focus on so many things. The Cubs won the World Series, Social Security claiming options underwent dramatic changes, interest rates hit an all-time low before rising dramatically since the election, and many were surprised by the outcomes from November’s election (not just the presidency). The stock market dropped dramatically early in the year and then rallied to new all-time highs in December. We had the British vote to leave the European Union (Brexit) and now several other European countries are considering leaving the Union. There were Olympics in Rio that surprised many by going off without the major catastrophe that many were expecting. All in all, this was a year of extremes.
Mutual Funds are one of the most popular tools in use today for people who want to invest. They are convenient, liquid, professionally managed, diversified and perceived as “simple.” While much of that can be true, do you understand what the cost is for that convenience? For that matter, do you have any idea what you are actually investing in?
How to Understand What is in Your Mutual Funds Account Read More »