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11

Jun2014

Rollover your 401k into an IRA

0
June 11, 2014 / Investments
Rollover...........Good IRA!! There are many reasons why you should rollover your old 401k's and other past employer retirement plans into an IRA when you have the chance. Here are just a few. 1. They may be charging you a high administration fee for not being an active employee anymore. These fees can ... Read More

16

Jan2014

Tom Fischer explains, Financial Planner vs. a Stock Broker, Scottsdale

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January 16, 2014 / Financial Planning
  A stockbroker or wealth manager will typically take control of your entire portfolio or assets and manage them. A stockbroker, money manager, wealth management specialist, or financial advisor is a little different than a financial planner. A financial planner is someone who takes an entire ... Read More

07

Nov2013

What Are 529 College Savings Plans?

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November 7, 2013 / Investments
What Is This? Saving for the future cost of college tuition of our children, our own retirement, and purchasing a home are some of the biggest financial goals that we set for ourselves in our lifetimes. One of the biggest tools that parents have for saving for their children’s college education ... Read More

25

Oct2013

Are You a Risk Averse Investor?

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October 25, 2013 / Investments
Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners ... Read More

05

Oct2013

Putting lesson and interview with Mark Timms of Cool Clubs Golf

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October 5, 2013 / Investments
Today I had the opportunity to inverview a long time client of mine. Mark Timms is the owner of Cool Clubs Golf in North Scottsdale and is one of the premier club fitters in the USA. Mark fits clubs for many tour pros and 100's ... Read More

23

Sep2013

Long Term Care Insurance Can Protect Your Nest Egg

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September 23, 2013 / Investments
  The long term care that is needed for you or for a loved one late in life can be a very expensive proposition. Long term care insurance whether in home or in a nursing home can end up costing tens of thousands of dollars at the ... Read More

19

Sep2013

The Differences Between Roth and Traditional IRA Accounts

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September 19, 2013 / Investments
What Are The Differences Between A Traditional IRA And Roth IRA? There are many differences between a Traditional Individual Retirement Account (IRA) and a Roth IRA. Understanding the differences between the two types of retirement accounts can help you make the best decisions to maximize your retirement savings. There are many ... Read More

02

Sep2013

Get a free written financial plan. What do you have to lose?

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September 2, 2013 / Financial Planning
  The majority of my my blog posts are educational. I do my best to inform and empower you with knowledge. I have gotten a fair amount of feedback on my Financial Planner vs. Financial Advisor video. So I thought I might put my money were ... Read More

01

Sep2013

Keep your 401k in compliance or pay large fines!

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September 1, 2013 / Investments
The department of labor is cracking down on 401k administration, the ... Read More

27

Aug2013

Free Living Trust Review, make sure yours is current!

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August 27, 2013 / Estate Planning, Investments
  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other ... Read More