by Tony Van Gelder | Sep 30, 2021 | Investing, Retirement, Uncategorized
Blog “5 Overlooked Facts About IRA’s” IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts. A recent article...
by Tony Van Gelder | Sep 17, 2021 | Investing, Uncategorized, Weekly Financial Thought
Blog “New Under-The-Radar Retirement Account” For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s). However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to...
by Tony Van Gelder | Aug 27, 2021 | Retirement, Uncategorized, Weekly Financial Thought
Blog Managing the Initial Years of Retirement The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15 years...
by Tony Van Gelder | Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
by Tony Van Gelder | Jul 16, 2021 | Retirement, Tax Concepts for Retirement, Uncategorized
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings will...
by Tony Van Gelder | Jul 8, 2021 | Uncategorized, Weekly Financial Thought
Blog “Is $1 Million still worth $1 Million?” There is a lot of talk recently about inflation and what effect it will have on our purchasing power in the coming years. I think it’s an important topic and one worth considering, but if we zoom out, what effect does...
