Financial Planning

High Return Investment Risk
Blog
Financial Planning
Portfolio Management
Retirement Plan Services
/ By
Admin

Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on investments within your portfolio, it is important to always keep in mind that with investing, risk and reward are opposites sides of the same coin.

Read More
Four Ways to Improve Your Financial Well-Being
Blog
Financial Planning
/ By
Admin

Year after year millions of Americans make New Year's resolutions, but why wait until the New Year to begin practicing healthy personal financial habits? Here are four ways to improve your financial well-being.

Read More
Financial Literacy: Key to Creating and Sustaining Wealth for African Americans
Financial Planning
College Planning
Estate Planning
Portfolio Management
Retirement Planning
/ By
Admin

Why Financial Literacy?A major differentiating factor between those who understand how to make money work for them has everything to do with financial literacy,

Read More
Convert Required Minimum Distributions Into Tax Free Income
Estate Planning
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

It is currently happening to some and eventually, this will likely happen to all of us. I am referring to Required Minimum Distributions (RMD). The RMD is your required minimum distribution amount which the Internal Revenue Services requires you to withdraw each year from your IRA, SEP-IRA, Simple IRA or retirement plan account when you reach age 70 ½.

Read More
Can Long Term Care Insurance Protect Your Retirement Savings?
Blog
Financial Planning
Long Term Care Insurance
Retirement Planning
/ By
Admin

When I think about Part 3 in our series: 5 Ways Retirees Can Protect Their Money During Retirement, Long Term Care insurance (LTCi) is often overlooked by retirees which can pose a serious threat to a retired persons financial well being. Can Long Term Care insurance could protect your retirement savings? Truth is, Long Term Care Insurance (LTCi) is more necessary today than ever because people are living longer, thanks to our health conscience society and of course, the innovations of medical sciences and biotechnology. While the 'pros' of living longer are obvious, the 'con' is often ignored.

Read More
Avoid Making Retirement Planning Mistakes
Estate Planning
Financial Planning
Portfolio Management
Retirement Plan Services
Retirement Planning
/ By
Admin

Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the potential for costly mistakes during retirement.

Read More
5 Ways Retirees Should Protect Their Money During Retirement
Financial Planning
Retirement Planning
Video Podcast
/ By
Admin

In this series, about the 5 Ways Retirees Should Protect Their Money During Retirement, I have decided to focus on one topic per post because each of the five points that comprise this series requires considerable detail, including some research and analysis to make this 5-part post as meaningful to you, my readers as possible.

Read More