Milestone Ages – 55
Age Based Planning
Oct 16, 2024
You turned 50, blinked, and now you’re 55. Another reminder that retirement is getting closer and another age that...
Financial Planning
Feb 19, 2020
Financial Planning
Feb 19, 2020
This question is asked of me many times throughout the year by clients, prospects and random people I meet...
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Retirement
Feb 19, 2020
Retirement
Feb 19, 2020
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. And...
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Investment Management
Feb 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
The is not a post about a Roth IRA or Tax Loss Harvesting. On a quick side note: Tax...
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Financial Planning
Feb 19, 2020
Financial Planning
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
Finding the right person to be your Financial Advisor is not necessarily an easy task. Perhaps you have a...
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Investment Management
Feb 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
Fixed annuities are very similar to CD’s. Generally speaking, you agree with an insurance company to leave your money...
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Investment Management
Feb 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
Indexed Annuities are the evil twin of Variable Annuities. They have a lot of similarities, but there are some...
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