Available in Bucket Strategy Investing
A bond, as some people are likely aware, is a loan from the investor to the issuer of the bond. Investors can lend to corporations, local municipalities, and the Federal Government (to name a few examples).
Based solely on the calls and emails that come into the show, the number one savings goal people have is saving for their own retirement. Coming in a close second is saving for their children’s college educations.
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013. There are three ways to fund a Roth: you can contribute directly, you can convert all or part of a traditional IRA to a… View Article
Our flagship show, Bucket Strategy Investing, airs daily and takes live calls covering a wide range of financial topics and strategies. Bucket Strategy Investing features Rick “The Professor” Plum, CFP®; John Dean; and the financial advisors from Lucia Capital Group.
Most people who own IRAs are aware of the rules that accompany them. But for the uninitiated, here’s a quick primer…
Although some people like to handle their own financial affairs, many people would prefer to get help from a trained financial advisor.
The process of creating an estate plan is filled with emotion-laden decisions. It’s centered on life-and-death issues with personal property and financial assets mixed in.