President Obama’s Plan for Financial Regulatory Reform

The Obama administration wanted to implement changes to the way advisors are governed. While rules were supposed to be implemented the Trump administration has delayed and even changed some of the planned rules. Changes to the Obama Administration Fiduciary Rule   The Department of Labor (DOL) is working on making the Financial Industry accountable for…

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Proper Retirement Planning Strategy

Are most investors taught the most appropriate retirement planning strategies? No! Here’s how to properly plan for your retirement… Duration : 0:4:19

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What’s a good way to start financial planning for retirement, savings bonds, certificates, stocks…?

Your retirement plan and investment portfolio really depends on your time horizon (i.e. age) and your risk tolerance. After you answer those questions…you could start a proper plan. A good Investment Advisor will be your best bet. Good luck!

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Retirement Planning with Magnum Opus Financial

We talk about the Rule of 72 and how big a difference it makes when you get a better rate of return on your investments. We take a look at what $100/month looks like in CDs, Bonds, Preferred Stock, S&P ETF, Growth Equities, and Emerging Markets. Make sure your adviser gets to know you and…

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Roth IRA Rollover from Inheritance. ?

– I am inheriting around $30k from my Mom’s IRA. I intend to roll it into a Roth IRA. – I am a professional trader (yeah call it day trading, but that’s not the point of the question, please). I intend to shelter the gains on those trades in the IRA, so I don’t have…

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3rd part to Education for Financial Planning

Learn how to successfully plan for your future. Transfer your IRA,401K,403B and other Qualified Plans into a plan that you have upside returns without downside losses. Roth Conversion, go Tax to Tax Free,pay Tax on the Seed and not the Harvest. Become Totally Debt Free in 1/3 to 1/2 the time without changing your lifestyle.…

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HOW WILL I SELECT MUTUAL FUND FOR RETIREMENT PLANNING?

Assume that you are planning for retirement. Select any mutual fund that is offered in Canada and discuss why this mutual fund fits your investment profile (in terms of your goals, timehorizon, liquisity needs and risk tolerance) Dear Friend, I recommend you to sign up for the Free Weekly Wealth Letter to discover the simplest…

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Passive Real Estate Investments: A Step Towards A Wealthy And Risk Free Real Estate Career

Passive ways literally mean you do not have to deal with any hassle, and money will keep coming to you while you sit up or are engaged in any side venture. All that a passive investment demands from you is right strategy in the right direction. If you look around, you will find there are…

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Why does my W-2 have retirement plan X’ed on box 13?

I just received my W-2 and I noticed an X on retirement plan on box 13. But I did not sign up for a retirement plan. And I did find something odd with the amount of money I was getting per check after taxes. Would I be able to reteive this money? I can’t afford…

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Gold Investing – Retire Without Fear

This is the time! The day you have been longing for, but perhaps not so sure about. The desk may be cleared and everyone is admiring the presentation gold watch in its smart box. You may even have your retirement lump sum-could be the largest sum of money you have seen in your life. It…

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