When was the last time you reviewed your beneficiary assignments? Family can be.......messy. That's why The Gardner Group recommends you constantly review your information for any IRA's or life insurance, especially when beneficiaries assignments are involved. More importantly, has…
The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty.
You’re young, have little in savings and likely have no one yet relying on you financially. So why do you need to think about estate management?1 Here are four great reasons. Estate Strategies: They’re not just for the elderly. You…
Young people have high hopes for their financial futures: 53 percent of millennials (defined here as those aged 21 to 37) expect to become millionaires at some point in their lives, if they aren't already, according to a recent survey from…
When planning your IRA withdrawal strategy, you may want to consider making charitable donations through a QCD. A QCD is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying…
Learn how to harness the power of compound interest for your investments. Compound interest is the addition of interest to the principal sum of a loan or deposit, or in other words, interest on interest. It is the result of…
How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for a long time, and you will need to have…
It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video.
Your required minimum distribution is the minimum amount you must withdraw from your account each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA, or retirement plan account when you reach age 70½. Roth…
Save early, save often and understand the alphabet soup of options The cost of a college education increases every year, largely unbeknownst to you until you receive the bill.
