Search
-
A Plan for Your Wealth
(McNeely Content/Financial Strategies)
Tags: [Asset Allocation, Insurance, Tax-Managed Investments, long-term care, permanent life insurance] ...
-
Manage Your Assets
(McNeely Content/Financial Strategies)
Tags: [investment alternatives, Professional Asset Management, fixed income, equity, Alternative Investments, eal estate, private equity, commodities, managed futures, structured products, hedge funds, ...
-
Budgeting
(McNeely Content/Blog)
... an optional process. You must do it to avoid losing more ground financially. To the extent that you can make cash flow strongly positive, you will be able to save for upcoming needs and investments. Is ...
-
Establishing a Financial Safety Net
(McNeely Content/Blog)
... short-term certificate of deposit) * Use earnings from other investments (e.g.,stocks, bonds, or mutual funds) * Check out other resources (e.g., do you have a cash value insurance policy that ...
-
Trust Basics
(McNeely Content/Blog)
... die while they are still minors) * Create a pool of investments that can be managed by professional money managers * Set up a fund for your own support in the event of incapacity * Shift part ...
-
Annuity Distributions
(McNeely Content/Blog)
... variable component if the underlying investments perform well during a given period. A note about variable annuities Variable annuities are long-term investments suitable for retirement funding and are ...
-
Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... My typical new client is a Boomer with most of their accumulated assets in their former employer’s 401(k) and their home equity. They knows that their investments are the key to their retirement, but ...
-
Fixed Annuity Contracts
(McNeely Content/Blog)
... A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a period ...
-
Working with a Financial Advisor
(McNeely Content/Blog)
... such as estate planning and investments. Specifically, a financial advisor may help you: * Set financial goals * Determine the state of your current financial affairs by reviewing your income, ...
-
Asset Allocation
(McNeely Content/Blog)
What is asset allocation? One of the most important decisions for your investment portfolio is your choice of asset allocation. Asset allocation simply means spreading investments over a variety of asset ...
-
401(k) Plans
(McNeely Content/Blog)
... example, a family of mutual funds). But it's your responsibility to choose the investments most suitable for your retirement objectives. Note: Special rules apply to SIMPLE 401(k) plans and "safe harbor" ...
-
Is It Time to Harvest Tax Benefits from Investment Losses?
(McNeely Content/Blog)
... to move to investments you feel have better prospects in the future than the ones you now hold, harvesting losses can be an added incentive to take action. And harvesting losses now might prove useful ...
-
Recharacterizing IRA Contributions and Roth Conversions
(McNeely Content/Blog)
... you may find that you don't qualify for a conversion after all--in which case you really don't have many options other than recharacterizing. Even if you do qualify for a conversion, if your IRA investments ...
-
Be Sure To Stock Up In Your IRA
(McNeely Content/Blog)
... investments that may lock-in investors for a particular period of time. A diversified high-quality portfolio of stocks can offer the IRA investor both capital appreciation and dividend income. Of course, ...
-
Thank You
(McNeely Content/landingpage)
... properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. investors outside ...
-
You Have Choices
(McNeely Content/landingpage)
... with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments ...
-
What Will You Do With Your Retirement Plan Money?
(McNeely Content/landingpage)
... to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. investors outside of the United States are subject to securities ...
-
Wondering What to Do?
(McNeely Content/landingpage)
... residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services ...
-
Free IRA Rollover Booklet
(McNeely Content/landingpage)
... of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned ...
-
Coping with Market Volatility: Check Your Withdrawal Rate
(McNeely Content/Blog)
If you're retired and relying on your investments to produce an income, market volatility can be especially challenging. Aside from thinking about how your portfolio is invested, you may also need to rethink ...
