May 27, 2014 — Matt Brown
Featured in a recent Slott Report on Roth IRAs posted May 16th were some of the top Roth conversion mistakes common today. These are mistakes...
May 22, 2014 — Randy Mascagni
According to William Bengen’s study, published in the 1994 Journal of Financial Planning, the amount a retiree can withdraw each year from their portfolio is...
May 19, 2014 — Randy Mascagni
According to retirement studies conducted by J.P. Morgan, two-thirds of the average American’s retirement income comes from their Social Security and their earnings. And many...
May 14, 2014 — Randy Mascagni
According to several recent studies the younger generation today would rather rent than own their home. True, the recession has done a number on their...
May 12, 2014 — Randy Mascagni
After a very slow 1st quarter, partially due to weather, signs are showing the U.S. economy is improving. For instance, according to the Bureau of...
March 14, 2014 — Matt Brown
Chuck Swindoll once said, “The longer I live the more I appreciate balance, and yet the more I see of extremes.” Most of us do...
March 5, 2014 — Matt Brown
The only way to avoid mistakes is to avoid doing something. And even in this scenario, one can argue there is a greater mistake by...
February 28, 2014 — Matt Brown
In life we all experience times of trouble or difficulty. In fact, life tends to cycle from good times to bad and back again. But...
November 25, 2013 — Matt Brown
XYZ Strategy #2 – Take control of things “Are you talking about legal documents?” you may ask… as many don’t have them yet. After all,...
November 18, 2013 — Matt Brown
As a kid, my parents jokingly shouted “XYZ” if I ever exited the bathroom without zipping up my pants! Let’s be honest, sometimes we get...
