Radio show highlights: (listen below) The market has certainly recovered since the bottom of 2008. Unfortunately, some people missed out on the recovery because they were worried about losing. Read More
In this radio show we discuss strategies to your gains in this all-time high market. In this show was also mention a video on how the market can for you to work alot longer than you planned. You can watch the video here:
It’s only a question of when your taxes will go up, not if. Here’s what the Washington Post recently reported:
Yet look out over the next 10 years, and it is also hard to find a scenario where the United States doesn’t raise taxes, potentially even on the middle class. The only alternatives may be for the country to significantly pull back on the country’s commitments to seniors and the poor, or to forfeit its global competitiveness.
Over the last 14 years the markets have hit all time highs three times: March 2000, July 2007, and roughly where we are at now – June 2014.
What if you had turned 65 and decided to retire in the year 2000? As you’ll see in this video – the market ups and downs forced “Joe” – who had planned to work until age 65 – to work all the way to age 78.
To make matters worse, he still faces the same question today, with the markets at all time highs again, just like in March of 2000: What to do now? Read More
$5.8 Billion in 401k early withdrawal penalties. Should companies provide a more liquid savings option?Posted by Denver Nowicz | pension, retirement income, small business, tax strategies | No Comments
The IRS collected more than $5 billion in 2011 from penalties incurred by taxpayers who withdrew money from tax-deferred retirement accounts before the age of 59 1/2. The people who pay the penalty include younger workers who switch jobs and don’t bother to roll over their accounts and older workers who believe they have no place else to turn. The cash out factor occurs among all age groups: Read More
Whether you are trying to be your own bank or maximize tax free income, it is important to know the difference between loan provisions in whole life insurance and indexed life insurance. We also discuss what can go wrong with both types of policies. This video is part 2.
What is the difference between indexed life insurance and whole life insurance? Which one is better for income? For guarantees? This video looks at guarantees, flexibility and upside potential of whole life insurance and indexed life insurance. You’ll also see a summary of cash value over time and internal rate of return. This part 1 of a 2 part series.
Will the economy continue to grow or stay flat?
We have compiled our top economic charts for the start of the second quarter. This should give you a brief over of what direction the economy should go. Key words “should go”!
Listen to the show and view the charts we reference below.
Here are some of the top economic numbers from the first quarter of 2014.
In case you missed the headlines, here is brief recap of what has happened with the economy so far in 2014. In the second segment we will go over the economic outlook for the next 12-18 months.