Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, you’d think the approach […]
No. 87 of 106 Things We Do For Clients Develop and monitor a strategy for debt reduction.
Last week I discussed two critical IRA mistakes, based on information I learned from Jeff Levine of Fully Vested Advice, Inc., at the 2018 spring conference of the National Association of Personal Financial Advisors. This week I will cover three more. 1. Failing to understand beneficiary options on inherited IRAs. You may well be among […]
If you’ve never talked about retirement with your spouse, you’re not alone. But it’s a crucial conversation if you want your retirement dreams to become reality. Andrea Coombes recently wrote the article “How to Talk Retirement With Your Spouse”, featuring Rick Kahler featured on Forbes.com.
No. 86 of 106 Things We Do For Clients Identify your overspending.