Monthly Archives: October 2015


26

Oct 2015

Make the Most of the Market

The best advice that I can provide to my clients is to implement strategies with the goal to take advantage of rising markets but also prepare them in the event of a surprise downturn. The market is something of an emotional beast. It has its scientific side, but it does not have to act by any particular set of rules. It is a truly free...

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16

Oct 2015

Understanding the Tax Implications of Your IRA or 401(k)

When it comes to retirement plans, remember that the government giveth and the government taketh away. When you open your IRA or 401(k) statement, you may be proud of the number—but are you aware that not all that money is yours? The government has a lien on it, and it’s called taxation. The portion of that account that’s not yours depends on your tax bracket....

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08

Oct 2015

Managing Retirement Risks

It’s not much fun to talk about all of the risks that one faces in life and finances—but it is critical to understand them, because they can scuttle the best-laid plan. When I talk about risk management, I include anything that could potentially derail your financial plan. When most people think of risk management, they’re thinking purely about insurances. But remember that the things that...

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