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
Tag: financial planning arizona
15
Jun2014
11
Jun2014
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
10
Oct2013
What Is An Annuity And How Can It Fit Into Your Retirement Plan
Having an annuity can balance out your retirement investment portfolio. This provides you with a constant stream of income. In most cases, you can have the safety of a continuous source of income regardless of what the stock ... Read More
05
Oct2013
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
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
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
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
The department of labor is cracking down on 401k administration, the ... Read More
27
Aug2013
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
24
Aug2013
Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to ... Read More