by Jay Beattey | Jan 10, 2014 | Articles, Personal Finance, Retirement
The Little Red Hen wanted to bake some bread. So she asked her friends to “partner” with her by helping harvest the wheat, grind it into flour, and bake the bread. None agreed. But when she went looking for “partners” to help her eat the bread – well –...
by admin | Dec 16, 2013 | Insurance, Personal Finance, Retirement, Video Library
by Jay Beattey | Dec 12, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
It sounds like a silly question – but the shocking truth is that hundreds of thousands of people will do just that over their lifetime. Could you be among them? Consider this – an investor who saves just $1,000/month from age 25 to 70 – stops – then draws...
by admin | Sep 26, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
How did you select your financial advisor? Was he/she a friend – a relative – a referral? Did you find them from the phonebook or their advertising? When people select me – or any of my hundreds of affiliates across the country – they do so...
by admin | Sep 24, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Guy walks into a broker’s office, “I’d like to invest this $500.” Gets lost. Returns to 40 years later. Broker hands him his statement: Good news – his $500 is now worth $11,206. Bad news – The total of fees and commissions for those 40 years is $2,180....
by admin | Sep 19, 2013 | Articles, Retirement
When my Dad hit age 70-1/2, the government forced him to take money out of his IRA and pay tax on it. He didn’t need the money for lifestyle purposes, so the forced tax didn’t sit well. Required Minimum Distributions (RMD’s) – force roughly 4% of his IRA...
