Search Results for: early retirement

Examples Of How Structured Products Work And Perform

When I first wrote about Understanding Structured Derivative Products As An Investment in 2012, I received some pushback. The media was going on about how structured products helped accelerate the financial crisis partly because investors didn’t understand what they were getting themselves into. It was similar to how some adjustable rate mortgage borrowers didn’t understand how their […]

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Thoughts On New Personal Capital CEO Jay Shah

Personal Capital, the original original hybrid digital wealth manager, announced its succession plan and promoted Jay Shah as the company’s chief executive officer and nominated him as a member of the board of directors. Shah was most recently COO of Personal Capital, with two-thirds of the company’s employees reporting to him. Bill Harris will continue full-time as

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Are You Dirt? Then Stop Letting People Walk All Over You!

Don’t let people walk all over you. Have the confidence to stand up yourself and fight for what you believe in! One of the surprising responses from How To Improve The Value Of Your Home With One Phone Call is people basically saying it’s not worth the hassle to call the property assessor’s office to make

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Main Ways To Use A Financial Advisor For Experienced Investors

If you’re an experienced investor or a DIY investor, you may still want to use a financial advisor. There are plenty of benefits. But, the way you utilize one is going to be different from someone who is unexperienced with the markets. I’ll explain the main ways you should use a financial advisor below. First

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Use Rule 72(t) To Withdraw Money Penalty Free From An IRA

After rolling over my 401(k) into an IRA, I’d like to focus on potentially the single most beneficial reason why everyone should convert their 401(k) into an IRA after they leave their jobs: Rule 72(t). Rule 72(t) allows for penalty-free withdrawals of your IRA account before the age of 59.5 provided that the IRA holder take

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The Best Reasons For Saving And Investing So Diligently

To keep motivation up, remind yourself about the reasons for saving and investing so diligently. Once you have clear purposes for your money, saving aggressively becomes much easier. It’s too easy to eat one more cookie and find ourselves unrecognizable 10 years later. When we live in a free and abundant country, life can get

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Over The Hill At 40 – Age Discrimination In The Workplace

Age discrimination in the workplace is all too common. This article discusses why we need to eradicate age discrimination, especially when there is a need to accumulate a larger net worth and work longer now that times are so uncertain. Every large corporation has some type of annual “Diversity Training” course where we learn not

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