New laws are on the horizon that could drastically impact your IRA, Roth IRA, and retirement plans. These changes may lead to significant tax increases and affect how your hard-earned savings are passed on to your loved ones. At Senior Financial Security, Inc., with over 30 years of expertise in serving retirees like you, we […]
Retiring in Biden’s America: Is Our Economy Really Strong?
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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. Our […]
Retiring in Biden’s America: Is Our Economy Really Strong?
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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. Our […]
Don’t Fear The Bear Market: Avoid Losing Up to 70% of Your IRA to Taxes
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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
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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? […]
What Is Revenue Sharing?
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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 […]
What does the current Presidency mean for your portfolio?
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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 […]
What You Can Do About Inflation
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People typically don’t do the math to see where they are on a real return basis. By the time they realize they aren’t keeping up with inflation, folks can potentially get further and further behind. If the price of stock goes up and inflation goes up by the same amount, then you are not really […]
Lee Shielka Talks About Why Inflation Is Harmful
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youtu.be/z1dFMRnm1ps
https://youtu.be/z1dFMRnm1ps In this video, Senior Financial Security advisor Lee Shielka talks about why inflation is harmful, in addition to discussing some options for protecting your portfolio from inflation and some other interesting investment advice. Who remembers the time period when there was super high inflation and super high interest rates between 1965 and 1985? For […]
Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers
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Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy-to-understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies. […]
