by Jason Weibert | Aug 29, 2019 | Uncategorized
*Video Transcript* You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when...
by Jason Weibert | Aug 28, 2019 | Uncategorized
Video Transcript: If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. There are two basic ways to move...
by Jason Weibert | Aug 26, 2019 | Uncategorized
Video Transcript: The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least equal to inflation. Here’s why. Suppose your retirement goal...
by Jason Weibert | Aug 23, 2019 | Uncategorized
*Video Transcript* The average American household debt is increasing. Some debt is good, but some debt is bad. Good debt includes borrowing for a home or college education. Good debt is often defined as debt that can help you generate additional income or increase...
by Jason Weibert | Aug 23, 2019 | Uncategorized
*Video Transcript* To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets. That’s the purpose of asset allocation – the process of dividing your portfolio among major categories like cash, stocks and bonds....
