Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans offer tax-deferred growth. However, NQDC...
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of his investments. Concerned about his holding Super-short Duration Debentures mutual fund (ticker: SSDD), Charlemagne writes in to say . . .
To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense, Temüjin’s financial advisor suggests ....
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With financial planning, not only do you map out your dreams. Even better, you create a plan for making those dreams a reality. Have you always wanted to visit South America? Let’s set a time to make that happen! Is your fantasy a patio...
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do - should he stop paying into...
fee-only financial planner, financial planning, insurance, investing, investment management, life insurance, money, permanent life insurance, retirement, risk, safe money, taxes, term life
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite holding several million dollars in stocks and bonds, as well as rental properties, the client’s income is limited. In fact, the client is so...
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