One Shot at a Time: Increasing the odds of achieving your goals. One shot at a time, you hear golfers talk about this all the time. It seems like no matter what question a reporter poses to Tiger Woods, his answer is always “I...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule, when I’m retired send me...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is addressing the immediate fallout in...
CARES Act, Coronavirus, Covid-19, FICA, FSA, Health Savings Account, HSA, Investment, investment retirement account, IRA, Recovery and Reinvestment Act, Required Minimum Distribution, RMD, social security, taxes
The stock markets are currently on track to enter a correction stage, and we outlined these differences in a previous blog in October of 2018 – Pullback, Corrections, and Bear Markets – What’s the Difference? https://www.wealthanalytics.com/pullbacks-corrections-bear-markets-whats-difference/ Going back to the SARS virus back in...
bear market, Coronavirus, Corrections, Covid-19, Index, investing, market timing, markets, S&P 500, SARS, zika
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s also a good time to...
Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend of the Man in the Green Bathrobe. While it’s probably just local lore, it makes critical points about retirement planning. A man and wife...