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July 28, 2020 By Van Richards, ChFC​® Leave a Comment

Direct Indexing – simplicity and control

One of the biggest fears that people have with money is running out of it. It doesn’t matter if you have a lot of money or a little. Running out of money is anxiety shared by many. Think for a minute, do you or someone you know still hide cash at home? Why do you think so many … [Read more...] about Direct Indexing – simplicity and control

Filed Under: Social Security Tagged With: investing, retirement planning

June 9, 2020 By richardsfinanc Leave a Comment

The Systematic Withdrawal Plan for Retirement Income

The Perfect Plan Imagine retiring and having a perfectly efficient plan for using your money. A plan that allows you to have enough money to last as long as you live. And a perfect plan that enables you to use every penny that you have before you leave this great big blue and … [Read more...] about The Systematic Withdrawal Plan for Retirement Income

Filed Under: Social Security Tagged With: investing, retirement, retirement planning

April 25, 2020 By richardsfinanc Leave a Comment

What should I do with my 401k?

A big question you may be asking is, "what should I do with my 401k?"Today, I want to share with you a three-step process of reviewing your 401k that may help you better manage the risk that the coronavirus pandemic poses. … [Read more...] about What should I do with my 401k?

Filed Under: Social Security Tagged With: 401k, investing, retirement plan

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