Tag: Financial planner scottsdale

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15

Jun2014

College Funding is a Must As Costs Rise

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June 15, 2014 / Financial Planning
The cost of a college education is rising so fast it is hard to keep up the pace. Currently we are seeing about a 7.9% average increase in college tuition costs to approx $7600 for public universities. The overall increase for room/board/etc is a hair less at about  6.1%  to about ... Read More

11

Jun2014

Rollover your 401k into an IRA

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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

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

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

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

22

Aug2013

Retirement planning and the seven key steps to take.

1
August 22, 2013 / Investments
If  you are  talking to your financial planner, make sure you ... Read More

22

Aug2013

Rating agencies corrupt?

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August 22, 2013 / Investments
Moody's whistle blower I have been saying this all along. How can the ratings agencies be paid by the companies they rate? Just makes no sense. It is like a magazine writing a review of a product one of their paid advertisers makes. You just know how the review will ... Read More