Retiring in Biden’s America: Avoid Losing Up to 70% of Your IRA to Taxes

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

Don’t Fear The Bear Market: Avoid Losing Up to 70% of Your IRA to Taxes

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

Retiring in Biden’s America: Avoid Losing Up to 70% of Your IRA to Taxes

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

Retiring in Biden’s America: Avoid Losing Up to 70% of Your IRA to Taxes

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

Retiring in Biden’s America

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

Cookie Cutter Investing

youtu.be/Dt7R8zldOz0

We’re a team of fiduciaries here at Senior Financial Security, and what that means is that by law, we are required to put your needs ahead of our own. What we’re going to talk about today is whether it is time to 86 the 60/40, or essentially, should we move on from the 60/40 portfolio? […]

Retiring in Biden’s America

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

What Is Revenue Sharing?

www.youtube.com/watch?v=Bveby5Gnrcc

What is revenue sharing? It is an organized kickback. When a financial advisor participates in revenue sharing they’re not recommending the best investment for you, they’re recommending ones that paid them a kickback to push their mutual funds. If you go to any company’s website, by law they must tell you in their disclosures if […]

Retiring in Biden’s America

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

What does the current Presidency mean for your portfolio?

If you haven’t already heard, the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of retirees. More specifically, the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, includes significant provisions and changes related to […]