Have you heard about the recent F.I.R.E. movement (Financial Independence; Retire Early)? Click below to learn more.
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S&P 500® Major Declines Past 35 Years
Let's take a look at the major declines for the S&P 500® over the last 35 years. What happened to dividends during these declines?
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Your Child as the Beneficiary of your IRA
Are you aware of the new rules concerning distributions from Inherited IRAs?
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Umbrella Insurance
Umbrella Insurance--why you may want to consider buying a policy.
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Dividends During Down Markets
The advantage of living off of dividends is that high quality companies continue to pay--if not increase--dividends during difficult financial times.
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How to Avoid Probate
Some clients have asked us recently about Probate and what steps they can take to avoid it.
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Why We Don’t Use the S&P 500® for Dividends
While the Standard & Poor’s 500® is made up of 500 of the largest companies in the United States, we DON'T include it as an investment in our clients' portfolios.
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My Father Was a Farmer
Keith grew up on a dairy farm. It recently occurred to him that his father, the farmer, was just like a dividend investor.
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The Importance of Saving at an Early Age
The earlier you begin saving, the more time compound interest has to do its thing--much to your benefit.
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Understanding Medicare Premiums
We review Medicare Premiums for 2024 and what it means for everyone 65 and above.
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The Amazing Power of COMPOUNDING
The compounding of dividends is amazing to those accumulating wealth and to those living off their income stream.
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Watching Your Account Values Can Be DANGEROUS.
Studies have shown that the less often you look at your account balances, the better you will perform as an investor. Read on as Keith explains why.
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Passing on Your Family’s Wealth
Learn how you can provide long-term financial stability to your future generations. Click below to read on.
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