Kinds of IRAs and Prohibited Transactions You can open different kinds of IRAs with a variety of organizations. You can …
Pension Income Planning
Pension Income Planning An employee nearing retirement may face a dilemma when it comes to choosing his or her pension. …
The Imperfect Income Solution
Recently I attended a conference that had some amazing statistics when it comes to generating income. In 1980 to generate …
THE DEVIL IS IN THE DETAILS
An ex-wife as a primary beneficiary. Lapsed stock options. No medical power of attorney. What is in common with these …
5 Mistakes to Avoid After Getting Laid Off.
Our office is located in Chandler, AZ. Chandler is home to numerous Technology companies such as Intel, NXP, and Microchip. …
Diversification-2016 edition
I have been in financial services since the late 1990s. A lot has changed during that time. The internet is …
How to Live Within Your Means
SPEND LESS THAN YOU EARN This may seem obvious; however, it must be said. If you spend less than you …
Do I need an Attorney to settle an Estate?
With proper planning, the answer should most commonly be no. I have always thought that the point of proper estate …
Maximizing your Employee Benefits
I have seen a lot of people over the years leave a lot of money on the table by not …
Unintentional Stock Concentrators
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration …