Articles
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investment Management, Life in Retirement, Tax Planning, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
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item = Retirement & Financial Planning
Retirement & Financial Planning
item.slug = retirement-financial-planning -
item = Market Updates
Market Updates
item.slug = market-updates -
item = 401(k) For Employers
401(k) For Employers
item.slug = 401k-for-employers -
item = Investment Management
Investment Management
item.slug = investment-management -
item = Life in Retirement
Life in Retirement
item.slug = life-in-retirement -
item = Tax Planning
Tax Planning
item.slug = tax-planning -
item = Social Security
Social Security
item.slug = social-security -
item = Financial Planning
Financial Planning
item.slug = financial-planning -
item = Insurance
Insurance
item.slug = insurance -
item = Women in Retirement
Women in Retirement
item.slug = women-in-retirement -
item = Healthcare
Healthcare
item.slug = healthcare -
item = IRA, Pensions, 401(k)
IRA, Pensions, 401(k)
item.slug = ira-pensions-401k -
item = Estate Planning
Estate Planning
item.slug = estate-planning -
item = 401(k) Approach
401(k) Approach
item.slug = 401k-approach -
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content.tag_list = [Market Updates]
content.tag_list[0] = Market Updates
tag = Market Updates
content.tag_list = [Tax Planning]
content.tag_list[0] = Tax Planning
tag = Tax Planning
content.tag_list = [Investment Management]
content.tag_list[0] = Investment Management
tag = Investment Management
content.tag_list = [Market Updates]
content.tag_list[0] = Market Updates
tag = Market Updates
content.tag_list = []
content.tag_list[0] =
content.tag_list = [Estate Planning]
content.tag_list[0] = Estate Planning
tag = Estate Planning
content.tag_list = [Tax Planning]
content.tag_list[0] = Tax Planning
tag = Tax Planning
content.tag_list = [Tax Planning]
content.tag_list[0] = Tax Planning
tag = Tax Planning
content.tag_list = [Tax Planning]
content.tag_list[0] = Tax Planning
tag = Tax Planning
content.tag_list = [Investment Management]
content.tag_list[0] = Investment Management
tag = Investment Management
tag = [Market Updates]
January 2019 Market Update
Market Cycles and Feedback Loops Do you ever feel like you’re too close to something? Sometimes, you can be so close to what’s happening, that you can be hard-pressed to feel (or see) anything other than the chaos. Yes, “this or that” trend may have...
tag = [Tax Planning]
4 Quick Money Saving Tax Tips
Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax planning? Filing your taxes is a chore and a bore. But their complexity (and the potential return on your...
tag = [Investment Management]
2019 Investment Checkup
Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of course you need to be consistent, but you also need to be agile, determined and diversified. It’s...
tag = [Market Updates]
Fourth Quarter 2018 Market Update
We dissect some of the reasons the market appears to have finally hit a wall, stalling what had been a historic bull run. Then cover which markets look particularly vulnerable going forward, and which sectors appear to be holding steady.
tag = []
Happy Financial New Year!
You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of people who’ve used the turn-of-the-year to discard damaging financial habits, and who’ve improved...
tag = [Estate Planning]
5 Direct Reasons to Finish Your Estate Plan Today
You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it again. Everyone has an estate. You certainly do. (It’s not just a word to describe the wealthy of...
tag = [Tax Planning]
4 Important End-of-Year Tax Considerations
Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and your investing, you’ve got to find an edge wherever you can. It has long been my philosophy that...
tag = [Tax Planning]
From a tax consideration, would paying off my mortgage be a bad move?
Reader’s Question: I’m 59 and recently had to retire and go on disability. I’ve always made a good living, been a great saver, and a careful, conservative investor. (The only debt I carry is my $200,000 mortgage.) The positive in all this is, that,...
tag = [Tax Planning]
3 Things to Consider Before Moving to a No Tax State
For many people, the desire to cut expenses is a moving experience. We have clients all around the country. So there’s a pretty substantial discrepancy in how much the people we work with pay in state and local taxes. If you live in a place like...
tag = [Investment Management]
3 Key Considerations about Mutual Funds
A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of mutual funds as a consolidator. They amass revenue from thousands of shareholders into one investment...
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