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November 10, 2022 By Van Richards, ChFC Leave a Comment

Understanding the Tax Torpedo

What's a Tax Torpedo?

I’ll have to admit that sometimes I miss the subtleties of conversations. Like this past weekend, I was washing my Tahoe, and my neighbor had a power outage. The repairman walked by me and said, “are you trying to make it rain?”   I guess I was engrossed in some … [Read more...] about Understanding the Tax Torpedo

Filed Under: Social Security Tagged With: retirement planning

July 10, 2022 By Van Richards, ChFC® Leave a Comment

10 Things to Know About Bear Markets

10 Things to Know About Bear Markets

Are you ready for what's coming? We don't go through actual bear markets that often, so the more you know about bear markets, the better you will be able to make informed investment decisions. After all, the overwhelming chaos in the world investment markets makes even the … [Read more...] about 10 Things to Know About Bear Markets

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

May 18, 2022 By Van Richards, ChFC® Leave a Comment

How to Fight Inflation in Retirement

Retired Couple Budgeting

A Users Guide to the Easiest Retirement Budget Worksheet If you are retired or nearing retirement, learning to fight inflation in retirement might be the best way to avoid running out of money. This article will help you identify where price increases affect you the most and … [Read more...] about How to Fight Inflation in Retirement

Filed Under: Financial Planning, Retirement Planning, Social Security, Stock Market Tagged With: financial education, Inflation, investing, retirement, retirement planning, stock market

September 27, 2020 By Van Richards, ChFC® Leave a Comment

How to Invest a Million Dollars in the Stock Market

Happy Investors

How to invest a million dollars in the stock market should be no different from investing a hundred thousand, ten thousand, or a thousand dollars. The key is using the KISS method, keep it simple and straightforward. Three simple questions Ask yourself these three simple … [Read more...] about How to Invest a Million Dollars in the Stock Market

Filed Under: Investment Planning, Retirement Planning, Stock Market Tagged With: investment planning, retirement planning, stock market

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

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