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Tag: Government and Economy

Investment Decisions And Political Passion

“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...

The Presidential Election and Your Retirement Planning

Watch this video on YouTube As we get closer to election day, the most common question people ask me is, “What is the election going to do to my investments?” This is usually followed by, “If ___________ is going to be elected president, don’t you...

Baby Boomer Retirement Crisis Not a Sudden Event

Watch this video on YouTube “The world braces for retirement crisis.” This headline caught my attention because of its tone of near-panic. It implied that the pending retirement crises was like a hurricane or other natural disaster, striking with little...

Is Credit Union Tax Exemption an Unfair Advantage?

Watch this video on YouTube South Dakota has no individual or corporate income taxes. I’m quick to point this out to those unfortunate enough not to live in our fair state. Most recently I was reminded of this advantage when I calculated that a California client...

IRA Changes In President’s New Budget

Watch this video on YouTube Lost in the hoopla over the government shutdown, defunding Obamacare, and raising the debt ceiling are some proposals contained in President Obama’s budget that will have a significant impact on retirees, inheritors, and savers. Most...