Share!This week has been a tough one to watch for stock investors. As Wall Street buckles in for what appears to be an extremely bumpy ride downward to close out 2018, money experts are telling investors to hang in there. When the markets become...
Read moreIRS Announces Higher 2019 IRA, 401(K) Contribution Levels
Share!It was difficult to pay attention to anything but the runup to the midterm elections last week, but something very important happened: The IRS raised the annual contribution limits for retirement savings accounts due to cost-of-living...
Read moreHow to Protect Your Wealth and Yourself
Share!The title of his new book is “Driven: The Never-Give-Up Roadmap to Success” (Entrepreneur Press, Sept. 2018), and it is an apt description of author and entrepreneur Manny Khoshbin. His family emigrated from Iran when he was a child; they...
Read moreHow Safe Do You Think Your Digital Identity Is? 15 Resources To Help Protect You
Share!Your posts on social media. Your smartphone, your online family tree. Your birthday, ATM password, or credit history. All represent progress through technology. And all can be gateways for people with bad intentions. So, just how safe do...
Read moreShould You Consider Investing in a College Town? And Where?
Share!Investors have many options when deciding how to direct their IRA funds. One popular asset in which to invest is a property located in a community that’s home to a college or university. Why should you consider investing in a college town?...
Read moreIRS Private Letter Ruling Clears Path for Student Loan Repayment Tied to 401(k)
Share!Bloomberg BNA (Bureau of National Affairs, Inc.) is reporting that an Internal Revenue Service decision allowing an employer to offer a student loan repayment benefit as an element of its retirement plan could open the door to other...
Read more5 Questions to Ask Yourself in Crafting an Investing Plan
Share!Are you new to investing and don’t know how to get started? Here are 5 questions to ask yourself to help you create a plan to fit your needs. 5 Questions to Ask Yourself in Crafting an Investing Plan How much can you afford to...
Read moreCan You Guess the Most and Least Stressful Places to Live?
Share!So you’ve been smart and invested wisely in your self-directed IRA to build up a comfortable retirement nest egg. The last thing you want to do in your golden years is to spend your time in a stressful environment, right? Can you guess the...
Read moreIs Your Dream Spot on One of These ‘Best Places to Retire’ Lists?
Share!When it comes to ultimately using your retirement wealth-building program, whatever it may be – 401(k), IRA, Roth, self-directed plan – what are you dreaming of? For many people, the dream involves an idyllic place to enjoy life after...
Read moreStay Ahead of the Curve with a Well-Chosen IRA
Share!As the longest economic recovery in modern history continues – we’re now into Year 10 – I am encountering more and more clients and potential clients worrying that a big market correction, if not an outright recession, is just around the...
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