“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...
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...
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...
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...
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...
