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October 19, 2023 By Van Richards, ChFC Leave a Comment

Dividend Portfolio Construction: Five Easy Steps

Dividend Portfolio Construction: Five Easy Steps

Note: The following article is a comprehensive guide on how to build a dividend portfolio. It aims to provide valuable insights and guidance for investors interested in creating a portfolio that generates consistent income through dividends. This guide is for informational … [Read more...] about Dividend Portfolio Construction: Five Easy Steps

Filed Under: Dividend Investing, Investment Planning, Retirement Planning Tagged With: dividend investing, investing

October 13, 2023 By Van Richards, ChFC Leave a Comment

CITs for 401(k)s: A Guide to Pros and Cons.

CITs for 401(k)s

Why a CIT? CITs for 401(k)s have become popular because (sometimes) they offer several advantages over other investment vehicles, such as lower fees, transparency, tax efficiency, and flexibility. The word 'sometimes' is used because a CIT is not always the best solution for a … [Read more...] about CITs for 401(k)s: A Guide to Pros and Cons.

Filed Under: 401(k), Retirement Planning Tagged With: 401k, financial education, investing, retirement planning

July 7, 2023 By Van Richards, ChFC Leave a Comment

PEP for Small Businesses: Benefits and Drawbacks Guide

Retirement planning can be complex, especially for small companies. In recent years, the introduction of Pooled Employer Plans (PEPs) offers a new retirement plan option for employers. PEPs allow multiple unrelated businesses to join and offer a single 401(k) plan. There are … [Read more...] about PEP for Small Businesses: Benefits and Drawbacks Guide

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, investing, PEP, Pooled Employer Plans, retirement planning

March 7, 2023 By Van Richards, ChFC Leave a Comment

TARA, TAPAS & TIARA: Alternatives for Investing Wisely

TARA, TAPAS TIARA: Alternatives for Investing Wisely

TARA, TAPAS & TIARA might not be familiar investment terms, but with a looming recession, you'll want to know these terms. Moreover, they're newly coined terms that refer to a trend several prominent investment experts endorse. In short, I will tell you what these acronyms … [Read more...] about TARA, TAPAS & TIARA: Alternatives for Investing Wisely

Filed Under: Investment Planning, Retirement Planning, Stock Market Tagged With: 401k, financial education, financial planning, investing, retirement, retirement planning, stock market

February 14, 2023 By Van Richards, ChFC Leave a Comment

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

We all want to know how to invest smartly. But how? One way to look at investing is to compare the known versus the unknown. Here's what I mean. Years ago, my wife and I went to a home and garden show. A vendor that was selling carpet cleaning products caught our … [Read more...] about Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, investing, retirement, retirement planning, stock market

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