News from Mike

How to Retire and Aim for the Same Standard of Living

I recently read an article that said retirees need 70% or more of their pre-retirement income to feel confident and enjoy their retirement years. Unfortunately, only about 25% of Americans are at that level, and many see a decline in their standard of living in retirement.   What can you do to better your situation…

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How to Win When The Market is Down

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Should You Convert to Roth Now? Or Later?

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

Diversify, Tax Efficiently

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

The Government Has Plans For Your Inherited IRA

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

How to Protect Yourself in a Bad Market

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Tax Professional Explains Texas Homestead Exemption

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

It’s Time You Prioritized This Retirement Necessity

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Increase Your Financial Security in 1 Simple Step

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

I’m 5 Years Out From Retirement, What Should My Portfolio Look Like?

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

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