Protect Your Assets

Financial Fitness

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week's episode of Protect Your Assets.

Should you set a Certain Number to Save for Retirement?

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week's "they say" segment.

Markets Finish the Year in the Green

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week's market recap.

Markets Move Higher

Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week's market recap.

Four Questions to Answer Before you Retire

There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.

Sequence of Returns

Some financial firms say you can withdrawal a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week's "They Say" segment.

Markets Chop Modestly Lower

The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out what should you looking for? Find out all the information you need to know in this week's market recap.

Roth Conversion 101

Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.

Should you Convert your IRA to a Roth IRA?

Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make decision. Find out the truth in this week's "They Say" segment.

Markets Continue to Rise

All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week's market recap.