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Tag Archives: mutual funds
Host Of The Savvy Investor Show, Michael Canet JD LLM, Delves Into Why Robo-Advising is Not The Way Of The Your Financial Future
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 blog post, Canet discusses the … Continue reading
Why You Don’t Want Robo-Advising for Retirement
We’re turning to apps for everything these days: college courses, paying for our lattes, and finding love. And now, “robo-advising” apps are new contenders in the online marketplace, offering financial assessment and advice. On the outside, the concept felt a … Continue reading
Tail End Boomers, Retirement Plans, and The Upside of Everything
Countdown to retirement – especially if you’re over 55 – is probably on your mind. But unlike watching the ball drop during the most famous of annual countdowns, there’s more than just cause for celebration when you finish the work … Continue reading
Stocks: Up, Up, and Away in Q4
Fourth quarters can be nerve racking – they’re a time when it feels like anything can, and does, happen (football fans know this feeling well). But for year’s end, the stock market (traditionally) rockets away in earnings from previous quarters. … Continue reading
Tax Tips from The Savvy Investor
On December 15, 2014 Congress passed the Tax Increase Prevention Act of 2014…just in time to avoid shutting down the government! The passage of this act included many provisions that we rely on to reduce and minimize our tax liability. … Continue reading
Host Of The Savvy Investor Show, Michael Canet, Says There’s Hope Even If Everything Goes Wrong With Retirement Planning
Michael Canet 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 addresses the unique … Continue reading
When Retirement Goes Wrong, Can Anything Go Right?
When I help someone plan his or her retirement, we focus on two goals: Making the most of what they have, and protecting their interests should retirement not go exactly as they’d wish. That second part is becoming more and … Continue reading
Host Of The Savvy Investor Show, Michael Canet, Asks 3 Important Questions On Retirement
Michael Canet 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 blog post, Canet outlines the … Continue reading
3 Questions to Ask Yourself Before Retirement
I once asked a 98-year-old retiree what his secret was to living such a long and happy life. He’d retired from the military as a colonel at the age of 55 after serving in China and Turkey, and spent much of those … Continue reading
Why Avoiding The Money Talk Can Leave Your Family Unprepared
Your adult children want to talk about your finances, says Fidelity’s 2014 Intra-Family Generational Finance Study. In fact, they want to talk about your money now, before you’ve even retired. Nearly 64 percent of parents and children disagree about the … Continue reading