Category: Retirement

Invest in Real Estate with Your IRA?

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Most of our clients know that we are huge advocates of investing in real estate versus stocks, bonds, annuities, precious metals and do so even with our own retirement accounts. Even if the market crashes, you still have something that produces monthly income and that real estate assets can recoup its valuation and typically does … Continued

Will the Coronavirus Selloff Ruin Your Retirement?

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Markets are swinging and fears are mounting. What does that mean as retirement looms?   The final week of February was a brutal one for the stock market, as fears of a worldwide coronavirus outbreak sparked a massive sell-off. Now you’ll often hear that you don’t have to worry about losing money in a stock market downturn … Continued

SECURE Act a game-changer for retirement plans

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The most significant legislation affecting retirement became law — as of Friday, Dec. 20. Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019. The law takes effect on Jan. 1, 2020. After stalling for months, Congress suddenly passed the bills as an attachment to … Continued

How to financially plan for an Alzheimer’s or Dementia diagnosis

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You or a loved one may have just received an Alzheimer’s or dementia diagnosis, and while you may ride waves of shock and sadness, your thoughts may also turn to how you’ll take care of your loved ones (and yourself) financially. Americans living with Alzheimer’s currently number 5.8 million. One in three seniors dies with … Continued

Real Estate Is Back as Americans’ Favorite Long-Term Investment

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            Real Estate Is Back as Americans’ Favorite Long-Term Investment Stocks have long been the most glamorous of the major asset classes. Many a Hollywood film has centered around making fast money in the stock market, and becoming a Wall Street big shot. But despite their great long-term returns—they’ve averaged … Continued

Everything You Need to Know About Rolling Over a 401k Account

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Everything You Need to Know About Rolling Over a 401k Account   An employer-sponsored 401(k) retirement plan is one of the best ways to save for retirement. They’re easy to set up, you can contribute directly from your paycheck and you receive significant tax benefits by participating. Your employer may even match your contributions up to a certain amount, which … Continued

How To Retire Early Through Real Estate Investing

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How To Retire Early Through Real Estate Investing     Real estate investment can be a tricky business, but when it’s done right, it can be rewarding for you and your retirement account. Whether you are thinking of investing in real estate or you already have a few properties under your belt, with the right … Continued