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Year: 2015

For Asset Protection, Paperwork Matters

Watch this video on YouTube A basic strategy for asset protection is to hold various assets in different entities. Putting real estate, small businesses, and other assets into trusts, corporations, or limited liability companies (LLCs) is effective protection that is...

Risk of Comparing Portfolio Apples to US Stock Oranges

Watch this video on YouTube It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because...

Women’s Confidence in Being Prepared for Retirement

Watch this video on YouTube When it comes to being financially prepared for retirement, Chinese women are the most confident women in the world. In fact, they are almost twice as confident as their US counterparts. This conclusion comes from a 2014 global survey, the...

What is a Financial Planner’s Purpose?

Watch this video on YouTube What do comprehensive financial planners really do? The surface answer is that planners provide advice and services in the areas of investments, retirement planning, estate planning, cash flow management, tax planning, and asset protection....
Your retirement fund: Smart ways to withdraw

Your retirement fund: Smart ways to withdraw

Your retirement fund: Smart ways to withdraw Rick Kahler | AdviceIQ | Published 4:00 p.m. ET March 15, 2015 | Updated 2:55 p.m. ET March 20, 2015 Last year I reached a milestone age: 59½, old enough to withdraw money from my individual retirement accounts with no...