Today we are going to talk about a 401k rollover to IRA Rollover account. This is simply moving the retirement money that you had with a previous employer to a personal retirement account that is flexible and will allow to have control over future investments.
Normally, the 401k to IRA transition is made when leaving […]
The dictionary defines ‘illiquid assets’ as assets that are not easily and quickly converted into money. The dollar value of these hidden assets can be substantial.
Have you given your ‘Rarely Sold Assets’ the attention, planning and priority they deserve? If so, congratulations - less than one percent of business owners in […]
Choosing to partner with a bank to reach your financial goals is no decision to make lightly. Some stick with the same bank for years not because the bank offers competitive terms, but out of habit. Making an informed decision requires some research. After all, what may be at risk is the ability to reach […]
Money is almost everything we need to live and survive in this world. In our working life we get the money form working and we spend it merrily without worrying about the future when the money will not be flowing in every month rather it will be in a limited or no supply. Retirement is […]
As is the wont with almost all of us we always put off decisions related to money for a later date especially when it comes to money. The most common theory is that we need money for current needs and we have no money to save.
Let me try to explain this in a different […]
Saving for retirement is something that everyone needs to consider, as it is an important long-term goal. Every working person, no matter how old he or she is, will eventually reach retirement age. Once you person retires, they will no longer be earning the income that they were accustomed to receiving every pay […]
Planning for one’s retirement is to think long term and to start early on. Preparing for it is a lifetime process of reducing all possible risks and obstacles that get in the way of that bright future. Many people have turned their eyes to and put their hopes on the stock market, which, ironically, thrives […]
I used to sell annuities. I was intrigued by them and initially and the way they were introduced to me, they seemed like they could really help people. Until one day, it happened…
This is the true story of how I was ‘banned’ from the annuity industry. I tell it not for any reason […]
We are now approaching close to 70 years following the first Great Depression in this wonderful country. It certainly has been quite a ride and there is no question that this country has prospered tremendously since then. And many people still believe that we are soon going to recover. However, I am […]
Annuities are sold in a way to capitalize on your both your and your agent’s fear and greed. There is actually a funny way of thinking about this.
On one hand there is the fear that you will lose your money, then the fear that your agent won’t make his big fat commission off of […]
