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3 Big Reasons to Think Twice About Investing in a Roth IRA

3 Big Reasons to Think Twice About Investing in a Roth IRA

If there’s one tool that financial experts seem to unanimously…
October 17, 2018/by Secure Money Advisors
October is National Financial Planning Month

October is National Financial Planning Month

You have worked hard for your money, because you have a bigger…
October 15, 2018/by Secure Money Advisors
Filing for Social Security and the Restricted Application Online

Filing for Social Security and the Restricted Application Online

Roughly 10,000 to 15,000 people become eligible each day to…
October 15, 2018/by Secure Money Advisors
Do This if You Win the $1 Billion Lottery

Do This if You Win the $1 Billion Lottery

What would you do if you won $1 billion lottery? There's almost…
October 15, 2018/by Secure Money Advisors
6 Whopping Tax Mistakes That Can Ruin Your Retirement

6 Whopping Tax Mistakes That Can Ruin Your Retirement

Sadly, tax planning doesn’t end when you retire. The Internal…
October 15, 2018/by Secure Money Advisors
13 Million People are Missing Out on Free Social Security Spousal Benefits

13 Million 64.9 to 68 Year Olds May Be Missing Out on Free Social Security Spousal Benefits

I had dinner recently with friends I hadn't seen for years.…
October 14, 2018/by Secure Money Advisors
Payouts Increase for Charitable Gift Annuities

Payouts Increase for Charitable Gift Annuities

Rising interest rates have some advantages. One of them is…
October 13, 2018/by Secure Money Advisors
Bitcoin Price Stability - A Bullish or Bearish Sign?

Bitcoin Price Stability – A Bullish or Bearish Sign?

Bitcoin has demonstrated a remarkable stability in recent weeks.…
October 13, 2018/by Secure Money Advisors
Where the Next Real Estate Bubbles are Inflating

Where the Next Real Estate Bubbles are Inflating

In real estate, pricing is relative. Some cities are outrageously…
October 12, 2018/by Secure Money Advisors
Inherited an IRA? Understand Your Distribution Options

Inherited an IRA? Understand Your Distribution Options

Because IRA owners receive tax benefits for saving in an IRA…
October 12, 2018/by Secure Money Advisors
The 3 Easiest Places to Retire Overseas

The 3 Easiest Places to Retire Overseas

One of the first questions to ask yourself when considering…
October 11, 2018/by Secure Money Advisors
How Technology's Massive Impact on Investing Can Help Shareholders

How Technology’s Massive Impact on Investing Can Help Shareholders

I first met Mike Parker over 12 years ago when we worked…
October 10, 2018/by Secure Money Advisors
5 Things to Understand Before Moving Money Across International Borders

5 Things to Understand Before Moving Money Across International Borders

We Americans have it relatively easy when it comes to moving…
October 10, 2018/by Secure Money Advisors
8 Questions to Know if You Should Move in Retirement

8 Questions to Know if You Should Move in Retirement

I recently spoke with a couple of friends who expressed frustration…
October 10, 2018/by Secure Money Advisors
Hybrid Life Insurance Policies for Long-Term Care Funding Strategy

Hybrid Life Insurance Policies Increasingly Popular As Long-Term Care Funding Strategy

While traditional stand-alone long-term care insurance (LTC)…
October 10, 2018/by Secure Money Advisors
Is Your 401(k) Loaded With Hidden Expenses?

Is Your 401(k) Loaded With Hidden Expenses?

Few want to get into the weeds when it comes to 401(k)'s hidden…
October 9, 2018/by Secure Money Advisors
Eight Ways Millennials Can Start Saving for Retirement

Eight Ways Millennials Can Start Saving for Retirement

Retirement, though decades away for younger workers, requires…
October 9, 2018/by Secure Money Advisors

5 Easy Ways To Save More Than $5,000 This Year

For some, savings can seem like a daunting task. Between bills,…
October 8, 2018/by Secure Money Advisors
How to Avoid Paying for the Next Banking Crisis

How to Avoid Paying for the Next Banking Crisis

In a New York Times article, Ben Bernanke, Hank Paulson,…
October 8, 2018/by Secure Money Advisors
Retirement Planning Mistakes to Avoid

Retirement Planning Mistakes to Avoid

Retirement should be a time of rest, relaxation, and play.…
October 8, 2018/by Secure Money Advisors
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