Trade

June 17, 2021

The Answers to 46 Frequently Asked Questions about Retirement

1. Where will my retirement income come from? Many retirees receive income from 4 main sources. 1 1) Personal savings and investments 2) Earned income 3) Company pension benefits 4) Social Security income 2. How much will my income need to increase to keep up with the cost of living? The annual increase in the cost of living (as measured by the Consumer Price Index 2 ) has fluctuated but has averaged between 2% and 3% over the past 30 years. Financial professionals recommend that retirees compensate for inflation when preparing retirement income projections. 3. If inflation averages 3%, how […]
June 17, 2021

How to Be 30% and 50% Happier in Your Retirement

It’s not all about the money.  Yes, money is important, but the quality of life determines how happy you are in retirement.  Seven things you can start on today to live a happier retirement. Zig Ziglar once said that “Money isn’t everything, but it sure ranks right up there with oxygen.”  While having more money than you need in retirement is comforting, more and more of the 80+ million boomers that are marching into retirement are realizing that it’s not all about the money that makes for a happy retirement.   This report will highlight six areas that you can target […]
October 3, 2019

$0 Dollar Trades at TD Ameritrade

Back in 2015 when we moved your investment accounts to TD Ameritrade, we had a choice. Our choice was to pay trading fees for all of our clients OR to have our clients pay for the trading fees on their own accounts. We decided to have our clients pay the trading fees on their accounts for two reasons. (1) If we paid the trading fees, we felt we would have a conflict of interest to trade your account. Meaning that every time we placed a trade, it would cost thousands of dollars and we wanted to focus on the profitability of the trade […]
April 14, 2018

The USA vs China & the World

If you just listen to all the hype about China. You’d be convinced they are going to take over the world. There’s so much talk today about their incredible growth rate and the power of their economy; we may forget just how good we are doing in the US. Yes, it is amazing how quickly the Chinese government has forced their growth pattern. They’ve literally flooded millions of people from their hometowns with the Three Gorges project and forced them to move to the city. They are relocating 250 million people, according to a NY Times report, from the countryside to the city, […]