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Monthly Archives: March 2018
Is Your Retirement Plan Ready for a Market Downturn in 2018?
If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record … Continue reading
How Could Tax Changes Affect Your Financial Plan
After months of debating and revising, Congress closed out 2017 by passing the new Tax Cuts and Jobs Act on Wednesday, December 20, 2017, which was subsequently signed into law by President Trump. Since the campaign trail, President Trump has … Continue reading
Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses Retirement Questions That Have Nothing to Do With Money
Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses Retirement … Continue reading
Retirement Questions That Have Nothing to Do With Money
Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors … Continue reading
For Retirement, Income Matters as Much as Savings
A recent poll of pre-retirees suggests that truth risks being ignored. Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of … Continue reading