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Month: January 2015

Strategic IRA Withdrawals

Watch this video on YouTube Last year I reached a significant milestone—age 59 ½, old enough to withdraw money from my IRA’s with no penalty. While I experienced this milestone as bittersweet, it did remind me of the importance of timing when it comes to taking...

Rick Cited in Bankrate article on TIPS

Use care and do your homework before you invest, because “There is no bond more complex than a TIPS.” That’s Rick’s recommendation if you are considering buying Treasury inflation-protected securities, or TIPS. He is one of the advisors cited...

Ways Not to Choose Financial Advisors

Watch this video on YouTube Many people who are financially successful are comparison shoppers. They pore over ratings in consumer magazines, read website reviews, and compare scores of products before buying even everyday products like coffee or toilet bowl cleaner....

Studies Show Tangible Value of Financial Planning

Watch this video on YouTube Some professionals know immediately when their work has a positive impact for their clients or customers. An electrician finds a short in the lighting system and restores power. A car mechanic makes a repair and sends someone on their way....

Real Estate Has a Place in a Diversified Retirement Portfolio

Watch this video on YouTube What’s the best way to hold real estate in a retirement portfolio? For many investors, the answer seems to be “not at all.” That’s not the right answer. This asset class, appropriately owned, can help support you...