Author: adminpro

  • How to Maximize Your Social Security Benefit

    Subscribe to our weekly blog You have worked hard and are finally ready to enjoy your golden years aka retirement. And yes, you have also planned and saved for these future retirement years. Maybe you planned many years ago or maybe you planned just recently; but either way, you probably factored in the boost offered…

  • Seven Questions to Ask Before Investing

    Subscribe to our weekly blog We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people don’t know about the seven deadly questions, involving your investments. There are seven questions that one must answer before beginning to have peace of mind…

  • 5 Basic Tips for Creating a Solid Retirement Plan

    We all know what the retirement picture is supposed to look like.  We spend our whole life working toward that magical retirement age when your golden years begin–the hobbies, the travel, spending time with your grandchildren.  However, with a rocky economy and volatility in the markets your picture might not be so clear. Consider these…

  • Why Should you be Invested Internationally?

    Today I would like to tackle the answer to the question, why should I be invested internationally?  This question has been asked by investors more frequently after the horrible year international stocks had in 2014.  So lets look at the data and see if there is any reason to keep international stocks in your portfolio.…

  • Main Street Money Quotes

    I hate to get personal on the investing blog, but things have been crazy around our office.  My wife just had our first baby a week ago, and we have a business trip to Scottsdale all week.  For the blog, I have decided to keep it short and post some quotes from Mark Matson, Founder…

  • Tax Time IRA Answers

    It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable income dollar for dollar to reduce your tax burden, or even increase your refund.…

  • 2014 Returns: The Market is Up and I am Not

    Statements are out and there is a lot of confusion about why account values are flat for the year when it seems the market was up.  Matson Money sends out a market update with each quarterly statement and there is some great explanation of this in it. Matson Quarterly Report “In 2014 investors have been…

  • Investing in a Roth as Part of College Education Planning

    A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education Planning doesn’t have to be complicated, especially with the guidance of a respected…

  • Five Essentials for Early Retirement Planning

    Who wouldn’t want to retire early and pursue their own goals and desires? The problem is that without sensible retirement planning it can be difficult to save up enough to retire at 65 and even harder to get to that point early. To help, here are five things you can do to help get yourself there…

  • What are the Hidden Fees associated with Annuities?

    It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s article on getting to the bottom of hidden annuity fees. What are some of the fees carried by a popular annuity choice among investors, namely…