by Tom Neeser | Jul 21, 2020 | financial planning, Lifestyle planning, Retirement Alternatives
401(k)s haven’t always been around. It all started when Congress passed the Revenue Act of 1978, which include a provision in the tax code – section 401(k) that allowed taxpayers a break on deferred income. The code basically went unused...
by Tom Neeser | May 5, 2020 | financial planning, Retirement Alternatives
The past several weeks have been surreal as our schedules, routines, and lives have been upended by the COVID-19 pandemic. Adding to the health scare, is economic uncertainty, with many losing 20% – 30% or more of retirement savings. The question now is exactly...
by Tom Neeser | Apr 3, 2020 | financial planning, Personal Finance
There is no precedence for what we are all going through. There is no game plan to follow. The market has never seen this type of volatility. We are bracing for a global recession. We have a choice – we can crawl in a hole and pretend everything is...
by Tom Neeser | Mar 4, 2020 | financial planning, Investing, Personal Finance
“The problem in America isn’t so much what people don’t know; the problem is what people think they know that just ain’t so.” Will Rogers Infinite Banking is the concept that was created by Nelson Nash and explained in his book,...
by Tom Neeser | Feb 7, 2020 | financial planning, Lifestyle planning, Personal Finance
According to PricewaterhouseCoopers (PwC’s 8th annual Employee Financial Wellness Survey PwC US, 2019), when U.S. employees were asked what caused them the most stress, more cited financial matters above any other life stressors combined. So what is driving this...
by Tom Neeser | Jan 21, 2020 | financial planning, Investing
It is not a matter of if, but when, because sooner or later, the Bull Market will end. Most people will not be ready for it, and sadly, many will be caught short. You may believe there is still room for the market to continue its upward movement, but are you willing...
