In 2014 the S&P 500 returned about 11.4% and yet most investors came nowhere near these returns. Here’s why…
Real Estate inside an IRA goes wrong. Don’t let it happen to you
You’ve probably been told that IRAs are allowed to hold real estate as an investment. But IRA custodians like Schwab, Fidelity and TD Ameritrade aren’t required to let you include real estate in your IRA account. A taxpayer – not one of our clients – learned this lesson the hard way. Here’s what happened.
Your taxes in retirement might be lower than you think
One of the most common mistakes I see people make is overestimating their tax rate in retirement. This is extremely important for a couple of reasons.
Time to fire your financial advisor?
As you’re reviewing your investment results from the previous year, you might be wondering if you should fire your advisor. Even great investment returns don’t mean your advisor has delivered enough value to justify keeping them on the payroll. Here are 4 questions to ask yourself to help you decide if it’s time to fire your advisor.