“One overlooked pitfall of retirement planning that can wreak havoc on your portfolio is “uncompensated risk.”- Gary Stewart Even the least sophisticated investors accept that higher rewards aren’t possible unless. . .
“Annuities were never designed to be 100% liquid. However, modern annuities are now created with features that make your cash significantly more accessible.”- Gary Stewart. Some consumers’ understandable objection to. . .
“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align. . .
“To paraphrase John Cougar Mellencamp, businesses can go on “long after the thrill is gone.” If you are a small business owner, do you recognize the signs it’s time to. . .
“You didn’t get a deduction for that bedroom set when you bought it. But if you sell it at a garage sale, you might wind up with a tax bill. . .
“Protecting your paycheck is a crucial consideration. Don’t underestimate the impact an income-disrupting injury or illness could have on your retirement plans.”- Gary Stewart Is your paycheck protected? An essential. . .
After running multiple scenarios against actual financial market returns and inflation rates between 1926 and 1992, personal finance guru William Bengen articulated the well-known “4% Rule”. Bengen was surprised to. . .
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