Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to […]

Read More… from Why Having a Financial Professional Matters

A Bucket Plan to Go with Your Bucket List

A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin […]

Read More… from A Bucket Plan to Go with Your Bucket List

Measuring the Value of a Financial Advisor

One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an investor works with an advisor and receives professional […]

Read More… from Measuring the Value of a Financial Advisor

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more than $400 billion in the history of the report.1 Americans give to charity for two main reasons: to support a cause or […]

Read More… from Trends in Charitable Giving

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable inheritance, that child may look at family […]

Read More… from Teaching Your Heirs to Value Your Wealth

The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A & B: Original Medicare. There are two components. Part A is hospital insurance. It provides coverage for […]

Read More… from The A, B, C, & D of Medicare

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of pre-retirees said they are “very confident” about having […]

Read More… from Certain Uncertainties in Retirement

Strategic vs. Tactical Investing

How do these investment approaches differ? Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach. While both approaches involve the periodic adjustment of a portfolio and holding portfolio assets in varied investment classes, they differ in one key respect. […]

Read More… from Strategic vs. Tactical Investing

TAG Financial Solutions © 2024