Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases, bad decisions and inaction are to blame.… Read More Being smart & affluent doesn’t automatically mean you’ll be wealthy…
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.… Read More Retirement Plan Options for Small Businesses
If you have been tuned in to the U.S. Stock Market recently you’ll notice that it has experienced a correction of -10% from the high water mark achieved in late September 2018. We have returned to December 2017 highs, effectively wiping out 12 months worth of “growth”. The last time we saw this was 2015,… Read More Market Reflections: November 2018
Are you invested appropriately in your company retirement plan?… Read More Are You Invested Optimally in Your Company Retirement Plan (401k, 403b, 457)?
Keith Weiss CFP® 