“Income, Income and Income”: 6 Retirement-Funding Funds With Market-Doubling Yields

2019-07-27 21_24_46-Dollar bill _ HD photo by NeONBRAND (@neonbrand) on UnsplashWhen it comes to generating retirement income, the author of today’s article advises that “Getting yield that’s at least twice SPY’s can make it worthwhile to take on higher costs and other risks” – and he proceeds to highlight several funds for retirement income, recommended by prominent financial advisors, whose yields at least double the yield of the broad market. For the details of these six funds – including the pros and cons of each – CLICK HERE.

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A “Divergent Thinker’s” Homey Retirement Formula

2019-03-23 22_29_16-System of equations photo by Antoine Dautry (@antoine1003) on UnsplashWhen it comes to determining how much money you need to retire, there is no lack of opinions out there. Today’s article, however, highlights “an elegant solution to the problem” devised by one financial advisor that the author describes as a “divergent thinker”: a simple formula based on the market value of your house. For this formula – and why the author declares that, when it comes to retirement savings, “The house drives everything. The house drives everything. The house drives everything.” – CLICK HERE.

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Managing Your Investments In Retirement: What To Know When You’re Doing It Yourself

2018-09-25 19_38_32-500+ Amazing Financial Planner Photos · Pexels · Free Stock PhotosWhen it comes to managing your investments in retirement, the author of today’s article notes that “hiring a financial advisor can set you back 1 percent or more of your investable assets – if you have $250,000, you’ll spend $2,500 per year in expenses. That’s money that could have gone toward reinvesting and growing assets, taking a vacation, paying taxes, enjoying local theater or exploring new restaurants.” So if you instead choose to go it alone, what do you need to know about managing your own investments? CLICK HERE.

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Meet (And Beat?) “The Four Horsemen Of The Retirement Apocalypse”

2018-02-25 23_02_11-Life Images · Pexels · Free Stock Photos“Basically, retirees, whether they and their advisors realize it or not, are staring four problems squarely in the face: historically high stock valuations, low bond yields, increased longevity, and increasingly expensive health care,” states the author of today’s article in regards to the four problems that one financial advisor is calling “the four horsemen of the retirement apocalypse.” He proceeds to delve into each of these four issues – and identifies some possible strategies for countering them. For more, CLICK HERE.

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Man or Bot: With The Return Of Volatility, Where Do Older Investors Turn For Advice?

2018-02-15 20_15_05-Free stock photos of help · PexelsAfter sitting at near-record lows for quite some time, market volatility is back – and investors are contending with the question of what this means for them. Older investors nearing retirement (and who don’t have the luxury of time on their side) may be feeling especially anxious. On top of that, there is the question of where to turn for advice in these choppy markets: a financial advisor or robo advisors. The author of today’s article believes that “the February correction is a natural occasion to explore how advice by algorithm compares with human-provided financial advice in times of high anxiety” – and proceeds to do just that. CLICK HERE.

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Tax Moves To Prepare For A “Richter 9” Shift In Tax Policy

2016-11-27 19_19_01-Morguefile free photographs for commercial use“We think this is a policy shift of enormous magnitude. If Reagan was a Richter 8, this is a Richter 9.” This is how one financial planner cited in today’s article sizes up the tax changes that will come under President Trump and the GOP-controlled Congress. While the general advice is to defer income and accelerate deductions, what specific moves relating to the alternative minimum tax, charitable contributions, estate taxes and the net investment income tax are financial advisors recommending their clients make now in anticipation of impending tax reform? CLICK HERE to find out.

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