News from Mike

Opportunity #3…Tax planning

Taxes are the topic of today; when we think about market fluctuations like we’re experiencing now, taxes become an important issue. When markets are up and your IRA, your 401K, and all your investments are growing, it’s easy to look at your pile of assets and worry that the IRS will take a big bite….

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What do you do?

We learned a little bit about my brother-in-law in our last segment. Some of the concerns he had probably hit close to home for you. We’re living in turbulent times, and it might be time to rethink your retirement plan and get a second opinion. Remember, an investment plan is not a retirement plan.  …

How’s Your 401K?

When I visit my brother-in-law Tim, I take a plane. When Tim visits me, he takes his motorcycle. Every inch of his six-foot-five body is wrapped in leather. His luggage is packed away in saddle bags. In his rugged BMW designed for offroad riding he makes the two-day trek to have dinner with me and…

Solution…SBG 12% Bonus

The possibility of a recession is a big worry when you’re planning for retirement. Today’s market is full of storm clouds, and professionals are warning that a big recession is about to hit America. If you’re in retirement or nearing retirement, what are some ways that you can put yourself in a better position to…

Solution… MYGAs?

Today we’re going to talk about solutions that will help keep your assets safe. This is an immediate issue; there are a lot of red flags in today’s economy that indicate a significant recession is on its way. Many corporate executives, including the head of Amazon, have expressed concern about where the market is heading….

More Real Estate News…

Last week, I had a couple come into my office, worried because their 401K was down by 20% this year. They had some investments in their 401K, and they also had some real estate they were renting, and they wanted to move their 401K to an IRA so they could buy more real estate. I…

Review the Day

We’ve been talking about some of the more negative things on the horizon, but we enjoy talking about them because we want you to have the information that you need to make smart decisions. We know that we can help you rectify your situation before a calamity happens.   There are a lot of red…

The Industry’s Solution

We’ve been talking a little bit about what’s going on in the housing markets and how they can be a leading indicator of a potential recession on the horizon. We have solutions that we think could be helpful to you, but of course, Wall Street has their own ideas of what a solution might be….

Remember When…

Retirement should be a happy time. You’ve worked hard for the past 20-40 years and saved your money so that somewhere down the road you can retire and have your money work for you instead of the other way around. There are some storm clouds on the horizon that might have you feeling a bit…

How Does the Housing Market Impact Your Retirement?

We talked a bit earlier about the housing bubble going on right now. If you’re out there, and the housing bubble has the potential to affect you or your retirement, or you’re worried about retirement in general, now is a great time to reach out to us and get a second opinion. Why should you…

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