Some solopreneurs think they will “work forever,” but that perception may be flawed. Provided by Robert Nash About 20% of Americans aged 65-74 are still working. A 2016 Pew Research Center study put the precise figure at 18.8%, and Pew estimates that it will reach 31.9% in 2022. That estimate […]
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Too many people make these common estate planning mistakes. Provided by Robert Nash Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The […]
The available data is more encouraging than discouraging. Provided by Robert Nash Women 35 and younger are hard-pressed to save money. Student loans may be outstanding; young children need to be clothed, fed, and cared for, and rent or home loan payments need to be made. With all of these […]
Diversification still matters. One day, this bull market will end. Provided by Robert Nash In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in […]
Where do things proceed from that point? Provided by Robert Nash Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. When no valid will exists, state intestacy laws dictate how assets are distributed. […]
The End of File & Suspend for Married Couples A great claiming strategy to try & optimize Social Security benefits disappears. Provided by Robert Nash, Financial Advisor Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of […]
National Save for Retirement Week Are you on target to reach your retirement goals? Provided by Robert Nash, Financial Advisor October 18-24 is National Save for Retirement Week – a reminder of the importance of saving and investing with the goal of a comfortable future. Are Americans saving enough for […]
Can an IRA Be a College Savings Vehicle? You might be surprised at its potential. Provided by Robert Nash, Financial Advisor An IRA is a retirement savings account, right? Indeed it is. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an […]
An Inherited IRA Here are some things to consider when you receive IRA assets. Provided by Robert Nash, Financial Advisor Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting Inherited IRAs. Ignorance […]
Why DIY Investment Management Is Such a Risk Paying attention to the wrong things becomes all too easy. Provided by Robert Nash, Financial Advisor If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea […]