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Posts Tagged ‘ Financial Planning ’

Social Security Benefit Disappears

Posted on: November 3, 2015 by in Blog, Financial Advisor, Retirement Planning
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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 that agreement, they authorized the most significant change to Social Security policy seen in this century, disallowing two popular strategies people have used to try Continue Reading ...

IRA For College Savings

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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 IRA to save for other purposes, such as funding a college education. Why would anyone choose an IRA as a college savings vehicle? At first glance it may seem strange, since there are Continue Reading ...

Inherited IRA – Things to Consider

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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 can lead straight toward a tax disaster. Please note that this is simply an overview. Rather than use this article as a guide, use it as a prelude before you talk to a financial services Continue Reading ...

Why DIY Investment Management Is Such a Risk

Posted on: October 16, 2015 by in Blog
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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 for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense of historical perspective Continue Reading ...

Estate Planning After a Second Marriage

Posted on: October 9, 2015 by in Blog, Financial Advisor
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Estate Planning After a Second Marriage Special considerations for a complex situation. Provided by Robert Nash, Financial Advisor, Nash & Associates Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned your estate yet, take inventory. Spend a half-hour and jot down the assets you own, Continue Reading ...

Planning For Retirement When You Are Single

Posted on: October 8, 2015 by in Blog
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Planning for Retirement When You Are Single If you aren’t married, you should consider these potential expenses & needs. Provided by Robert Nash, Financial Advisor, Nash & Associates How does retirement planning differ for single people? At a glance, there would seem to be no difference in the retirement saving effort of an individual versus the retirement saving effort of a couple: start early, save consistently, and use vehicles that allow tax-advantaged growth and compounding Continue Reading ...

What Exactly Is Wealth Management?

Posted on: October 6, 2015 by in Blog, Financial Advisor
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WHAT EXACTLY IS WEALTH MANAGEMENT? The two words signify a far-reaching kind of financial care. Provided by Robert Nash There’s financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one person) provides a range of services for a client: personal financial planning and investment management, tax reduction and estate planning strategies, and occasionally in-house legal resources. Continue Reading ...