James C. Molet's Blog, page 39

It’s Outcome, Not Income, That Should Be Stressed In Retirement Planning

The following is a guest post from Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group. Dan has 18 years experience in the insurance and estate planning industry. Dan also is the radio host for a financial radio program, ‘The Big Picture Radio Show,’ on KVTA 1590, Ventura County’s Gold Coast ‘News Talk’ station.... Read Article →

Find Your Passion

I literally want to scream whenever I speak to a friend or co-worker about retirement planning and they say something along the lines, “I don’t know what I would do in retirement.” Really? Really!? Is it really possible that so many people can’t think of anything else to do on a daily basis than to go... Read Article →

Making Money with Option Strategies – A SavvyReview

Making Money with Option Strategies: Powerful Hedging Ideas for the Serious Investor to Reduce Portfolio Risks Paperback: 203 pages Publisher: The Career Press, Inc. (2016) The About the Author at Amazon notes that author Michael C. Thomsett is a full-time writer, teacher, and speaker. His options courses have been sponsored by Moody’s Analytics as well as online on many... Read Article →

Robo-Advisors vs. Humans: Gauging the Outer Limits of Automated Financial Advice

The following is a guest post by Rick Rivera, a partner at Safeguard Investment Advisory Group. Rick has more than two decades of experience in the financial industry providing guidance to those planning for retirement. He is an investment advisor representative holding a series 65 license, as well as Life-Only and Accident and Health licenses in California. The use of robo-advisors... Read Article →

Coffee, Connecting & Entrepreneurship

Like many of you out there, I’m a coffee lover. It’s rare that I don’t start my day with a fresh fruit & vegetable smoothie and then a cup of coffee out on my back patio as I welcome the day. Occasionally, I would like to get out and enjoy a cup, along with great conversation, in... Read Article →

Real Estate Investment Trusts

I have previously noted my belief that a family’s primary residence should be viewed as a place to live, enjoy friends, and family and not viewed as an investment; simply put, it’s a home. I was reminded of my reluctance to view a home as an investment after reading a recent article over a Business Insider, titled... Read Article →

The Secrets to a Happy Retirement

The following is a guest post by Janet Stanton Burt from SEI Goal Investor. U.S. retirees report they’re having less fun, no matter how much money they have. Discover what research says you should do now to make your retirement more satisfying later. Fewer retirees than ever report they are enjoying themselves in retirement —... Read Article →

Leveraging Your Assets Into Your IRA

The following is a guest post by Steve Hunt, a Sr. Advisor at Scottsdale Bullion & Coin and has over 14 years of experience in the physical gold & silver markets. Read more articles from Steve on Google+ In this unpredictable economy, many individuals are looking for new ways to leverage their self-directed IRA in... Read Article →

A SavvyInterview – Adam

Adam Bergman is a senior tax partner with the IRA Financial Group, LLC, the market’s leading provider of Self- Directed IRA LLC and Solo 401(k) Plans. Adam notes with nearly 40 percent of working households with members aged between 25 and 64 having no retirement savings [1], our country is facing a real retirement savings crisis. Americans... Read Article →

What Most Get Wrong About Two of the Most Common Concepts in Investing

The concept of asset allocation was one of the first concepts I studied on my road to fiscal fitness. Asset allocation is the practice of dividing an investment portfolio among different asset categories. This concept can support another well know investing concept, diversification, spreading your money among various investments in the hope that if one investment loses... Read Article →