RetirementSavvy

Climbing the Retirement Mountain: And Getting Down the Other Side Paperback: 138 pages Publisher: CreateSpace Independent Publishing Platform (2017) Andrew Rafal is Founder and President of Bayntree wealth Advisors. His co-author, Calvin Goetz, is Co-founder and Partner at Strategy Financial Group. In the book’s preface they note the book’s objective is to share with readers the ideas and… Read Article →

The following is a guest post from Andrew Denney, founder and CEO of Prosperity Financial Group. Andrew has more than 13 years’ experience in the finance industry, where he advises clients in such areas as retirement planning, asset protection, estate planning and wealth management. Look Beyond the Red Tape Setting up a retirement plan for their… Read Article →

The following is a guest post from Ann Vanderslice, President and CEO of Retirement Planning Strategies. She helps federal employees understand their benefits, maximize the value of their benefits, and plan for retirement, as well as organize income planning and IRA distributions. Mohr Keet of South Africa bungee jumped when he was 96, landing himself in… Read Article →

This post was originally published in April, 2016. In my book and in the post Fiscal & Physical Fitness I noted the following: “Just as being physically fit involves two critical components, controlling diet and exercising; being fiscally fit also involves two critical components, controlling debt and investing. That realization prompted me to immediately commit… Read Article →

Investing has changed dramatically. Many of my peers have worked in the pit or the trading floor as portrayed in those hectic movie scenes with traders shouting and signaling buy and sell orders. With trading becoming more electronically based, pits are rapidly disappearing. This fast-paced, on the go industry is a great fit for mobile… Read Article →

The following is a guest post from Rebecca Walser, a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth. The hardest thing about upward mobility – the so-called American dream – is attaining it. Perhaps the second hardest thing is this: Once… Read Article →

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