by Russell Marshall | Apr 25, 2025 | Uncategorized
Many retirees focus on their portfolio’s average return over time, assuming that a steady rate of return will keep their savings intact. However, the order in which investment gains and losses occur can have a dramatic impact on financial security, and consider...
by Russell Marshall | Nov 5, 2024 | Uncategorized
A spousal IRA is a special type of retirement savings plan that allows a working spouse to contribute to a non-working spouse’s IRA. This option is available when you file taxes jointly. Even if one partner does not have a job or earns little income, you can still...
by Russell Marshall | Mar 24, 2024 | Uncategorized
Life insurance is a risk management tool. A policy can offer financial security and relieve burdens such as funeral costs, debt, education costs, and medical expenses that your beneficiaries or family members may inherit after your death. However, myths about life...
by Russell Marshall | Feb 11, 2024 | Uncategorized
Looking to grow your money over time without too much risk? Bonds may be the right investment for you. Unlike stocks, which can have extreme ups and downs, bonds provide more predictable returns over time. Here’s why you should consider adding these fixed-income...
by Russell Marshall | Oct 24, 2023 | Uncategorized
When you’ve worked hard for your money, you want to protect it and make it work for you. That’s where a professional wealth management company can help you. Management professionals can advise you on the best steps to take for investments and manage them for...
