Investor Behavior: Caveats to Smart Investing

Posted by on Feb 18, 2017 in Blog, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

Individual Investors Continually Under Perform the Markets Year in, year out, investor behavior causes individuals to react emotionally to economic, market and political news, which costs them a lot in the long run. Those who have sat on the sidelines waiting to see the outcome of the election have missed record breaking stock market performance. When the boat’s at sea, you have to wait for the next one. Of course, past performance is no guarantee of future results. An investor could have found multiple reasons every year to pull their money out of the market or wait for things to...

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Nothing Says “I Love You” Like A Sound Estate Plan

Posted by on Jan 27, 2017 in Blog, Estate and Trust Planning, Goals, Income Tax Planning, Life Insurance, Protection Planning | 0 comments

Here Are The Basics Everyone Should Know About Estate Planning:By definition, this is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple...

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Should You Convert? … to a Roth IRA, that is

Posted by on Sep 2, 2016 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

“To convert, or not to convert. That is the question.” OK, Shakespeare I’m not. But, I have had the question posed to me many times over the years, and sometimes I suggest it even though it wasn’t on a client’s radar. There are a lot of factors that go into this complex decision, and you need to be aware of what they are. I’ve compiled the pros and cons below from my experience with hundreds of planning cases over the years. You’ll probably choose one more of the yes and no reasons, so the decision is going to have to be based on which aspects are...

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