Dec 29, 2017
You may think you are holding some of the highest rated funds, but in reality they could be total dogs. 88% of 5 star rated funds by Morningstar were underperformers. Learn the steps you should take right now to make the most out of your mutual funds.
Main Questions Asked:
- Do you have any mutual funds whether it’s...
Dec 16, 2017
Learn the four overlooked risks that could blind you in retirement. These are things you need to be aware of even if you are retired. I talk about how some of these things affected my family.
Main Questions Asked:
- What could bring your retirement to a screeching halt?
- What could cause family issues or a feeling of loss...
Dec 8, 2017
Learn the eight essential questions that you must answer before you can retire. These are the questions that every person or couple should answer before retiring. If you are already retired, they are even more critical.
Main Questions Asked:
- What questions do you need to think about and answer before retiring?
- If you...
Nov 30, 2017
Learn the answers to the eight most common questions people have about social security and some little known strategies to help you get the most out of your benefits.
Main Questions Asked:
- How to get the most out of your social security?
- How to create a plan to avoid social security mistakes?
Key Lessons Learned:
The...
Nov 28, 2017
Learn how “it’s different this time” are the four most dangerous words in the stock market world and how to get ready for the next market correction.
Main Questions Asked:
- Are we on the verge of the biggest market correction?
- How to get ready for the next market correction?
Key Lessons Learned:
The Seven...
