Tag Archives: Prime Capital Services

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

Posted in Blog | Tagged , , , , , , , | Leave a comment

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

Posted in News | Tagged , , , , , , , | Leave a comment

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

Posted in Articles | Tagged , , , , , , , | Leave a comment

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

Posted in News | Tagged , , , , , , , | Leave a comment

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

Posted in Blog | Tagged , , , , , , , | Leave a comment

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

Posted in Articles | Tagged , , , , , , , | Leave a comment

Is Your Retirement Advisor Overcharging?

There’s no such thing as a free lunch (or free steak dinner, as the case may be). And, for good financial advice, you’ll have to pay appropriately. Still, many people are paying too much for the quality of services they receive. Are … Continue reading

Posted in Blog | Tagged , , , , , , , | Leave a comment

Host Of The Savvy Investor Show, Michael Canet, Lists 7 Questions To Ask Retirement Planners

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 discusses how to … Continue reading

Posted in News | Tagged , , , , , , , | Leave a comment

7 Questions to Ask Your Retirement Adviser

You know when you walk in to your first meeting with your retirement adviser that he or she will give you a long list of questions to answer. But what about your list of questions? Do you have one? More … Continue reading

Posted in Blog | Tagged , , , , , , , | Leave a comment

Host Of The Savvy Investor Show, Michael Canet, Says There’s An Exception To The Rule: Never Borrow From Your 401(k)

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 why … Continue reading

Posted in News | Tagged , , , , , , , , | Leave a comment