by Ryan Shumaker | Apr 1, 2021 | Blog
Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes, rather than make emotional decisions on the fly during times of duress as this often leads to the exact wrong decision. Incredibly nearly 1/3 of investors 65+ (a...
by Ryan Shumaker | Mar 1, 2021 | Blog
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from this new way of distributing retirement accounts are...
by Ryan Shumaker | Feb 1, 2021 | Blog
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there and with the recent passage of the SECURE Act things are getting worse. With most individuals having either their retirement account or their home as the...
by Ryan Shumaker | Jan 1, 2021 | Blog
One of the most common things I hear from people who own or have been pitched an annuity is the belief that the annuity will “earn 7% guaranteed.” Usually this is due to either a salesperson misrepresenting how the annuity works or the consumer misunderstanding. The...
by Ryan Shumaker | Dec 1, 2020 | Blog
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when it comes to your investments? Either way, you shouldn’t play politics with your portfolio. Why? Because investing when only a specific political party is...
by Ryan Shumaker | Oct 5, 2020 | Blog
Worried about what might happen to financial markets if we have the first contested election in 20 years or if your candidate doesn’t win? You aren’t alone. Unfavorability ratings of presidential candidates has been on the rise the last 36 years and with the megaphone...
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