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What’s Your Risk Tolerance? Ep. 6 (Video)

What’s Your Risk Tolerance? Ep. 6 (Video)

  Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with a high-risk tolerance, is willing to risk greater loss to potentially maximize returns, while a conservative investor...
5 Common Mistakes to Avoid in Retirement Ep. 7 (Video)

5 Common Mistakes to Avoid in Retirement Ep. 7 (Video)

  You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating...
Is a Tax-Free Retirement Possible? Ep. 8 (Video)

Is a Tax-Free Retirement Possible? Ep. 8 (Video)

  A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and 401(K)s are...
How to Avoid an IRA Rollover Mistake Ep. 9 (Video)

How to Avoid an IRA Rollover Mistake Ep. 9 (Video)

  If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer-sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. There are two basic ways to move retirement...