Monthly Archives: November 2015


30

Nov 2015

Why Should I Consider Disability Insurance?

The need for disability insurance can come at various times in your life—both in your working years and in your retirement years. Statistically, you are more likely to become disabled during your working life than you are to die prematurely Yet most people, if they were to carry one of those two coverage types, will carry life insurance and not disability. Classic disability coverage replaces...

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23

Nov 2015

Is Your Team of Retirement Experts Truly Supporting Your Goals?

When is the last time your insurance agent, wealth manager, financial planner, attorney, and CPA sat in the same room to discuss your individual financial plan? Do they even know who the other professionals on your team are? Most professionals are classically trained in their particular discipline. Unfortunately, that means they do things their own way. Most don’t ask the right questions as it pertains...

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18

Nov 2015

Retirement Big Risk: Not Having A Comprehensive Financial Plan

The biggest risk that every retiree faces is failing to have a comprehensive financial plan in place. It’s a risk that you have direct influence on and can prepare for well in advance if you take action. Perhaps you have started some financial planning covering some basic wealth management and estate plan strategies, but does your plan cover all five key components of a holistic...

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04

Nov 2015

Your Ideal Life Tip: Don’t Disregard Long-Term Care Coverage

Once you have retired, assuming you have planned well to fund a vibrant lifestyle, the risk you face is one of a long-term care event. With the cost of quality care in the $70,000 per year range and rising, and the average stay in a care facility approaching three years, ask yourself what the financial impact of a $200,000 depletion of assets would do to...

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03

Nov 2015

Ed Slott Press Release

LOCAL Tacoma ADVISOR Brad Berger LEARNS NEW TAX LAWS AND RETIREMENT ACCOUNT PLANNING STRATEGIES FROM AMERICA’S IRA EXPERTS Ed Slott and Company, LLC Holds Exclusive Workshop for Financial Advisors to Complete Advanced Training Tacoma, WA November 3, 2015: Brad Berger of Cornerstone Financial Strategies completed advanced technical training while attending Ed Slott’s Elite IRA Advisor Group workshop in Denver, Colorado on October 22 – October 24....

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02

Nov 2015

The 6 Important Elements of Successful Investing

In their order of significance, these are the six important elements of the success fundamentals: How early you start investing How often you invest How much you invest Whether you stay invested How much you keep (avoiding tax erosion) Your rate of return You will note that your rate of return is not number 1. In fact, although it qualifies as important, it’s last on...

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