Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is the time to buy. But, wait a second – how exactly does one invest in oil?
Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans offer tax-deferred growth. However, NQDC...
employer benefits, financial planning, investing, money, pension, Qualified Retirement Plan, retirement, risk, taxes
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of his investments. Concerned about his holding Super-short Duration Debentures mutual fund (ticker: SSDD), Charlemagne writes in to say . . .
To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense, Temüjin’s financial advisor suggests ....
fee-only financial planner, financial planning, insurance, investing, investment management, life insurance, money, Qualified Retirement Plan
With financial planning, not only do you map out your dreams. Even better, you create a plan for making those dreams a reality. Have you always wanted to visit South America? Let’s set a time to make that happen! Is your fantasy a patio...
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do - should he stop paying into...
fee-only financial planner, financial planning, insurance, investing, investment management, life insurance, money, permanent life insurance, retirement, risk, safe money, taxes, term life