A Primer on Traditional IRA Accounts and Their Contibution Limits Click the Picture to See and Hear the Presentation.
Posts Categorized: Financial Planning
Strategically Manage the Risk of Saving for Your Retirement
An in Depth Look at How to Navigate the Obstalcles to Saving Enough For Retirement to Create the Retirement Income You Need
You Are a Physician
You are a Physician. Your Smart, You Work Long Hours and You Help People. When it Comes to Your Financial Position You Haven’t Spent Much Time on it. Because You are Busy. Your Concerned About Growing Your Net Worth and Income, For Retirement, Buying the Home You Have Always Wanted or Paying for the One… Read more »
Have You Thought Through the Concerns Which May Require an Estate Plan?
Couples growing older together enjoy the enviable status of having a companion late into life. But in most such cases, one spouse eventually becomes widowed or a widower. It is difficult enough to deal with the loss of a spouse. It’s important to plan ahead as a couple to ensure that the surviving spouse isn’t… Read more »
Get Back on Track Coupon
Get Back on Track: Economic forecasts are calling for falling GDP, rising interest rates and inflation. Turning to recession or near recession. The yield curve has inverted with short term interest rates rising above long term interest rates as the Federal Reserve continues to raise rates. Signalling a possible recession, Large swings in the market… Read more »
To Rollover Your 401k to an IRA or Not to Rollover, That is the Question?
To Rollover Your 401k to an IRA or Not to Rollover, That is the Question? The Answer Lies in Your Objectives and Your Personal Situation. This Article Provides a Broad Overview of Some of the Concerns to Help You Make This Important Decision. It is Not Meant as a Substitute for Advice and Counsel Relevant… Read more »
The Investment Advisor is Proud to Announce Its Association With Quantum Financial Advisors
he Investment Advisor is proud to announce its association with the Pittsburgh Office of Quantum Financial Advisors, a registered investment advisory firm. Andre Weisbrod, recognized as a Five Star Wealth Manager in Pittsburgh Magazine and a former 5-star fund manager, leads the Pittsburgh Office of Quantum Financial Advisors. The Investment Advisor is a registered investment… Read more »
2018 was a pretty dramatic year for most people.
2018 was a pretty dramatic year for most people. The markets soared to new heights and became extremely volatile. Bitcoin crashed. The Fed increased interest rates, the principal value of bonds fell, yields rose and inflation ticked up past the 2% mark the Fed had declared its target. The value of assets, the ability to… Read more »
Be an Overachiever: Three Steps To Start Saving For Retirement
Be an Overachiever: Three Steps To Start Saving For Retirement Guest Post By Nialyn Pagliari, Esq. Let’s think of people who save for retirement plans like high schoolers – you have the underachievers, the achievers, and the overachievers. First, the underachievers. These are the people who tried to steal your answers to the pre-calculus quiz… Read more »
Healthcare-FACHT
Re: FACHT The Investment Advisor LLC is Pleased to Announce Managing Principal Louis Wolkenstein is Now a Fellow at the American College of Healthcare Trustees. The Investment Advisor is a Registered Investment Advisory Firm serving Families, Individual, Small and Mid Sized Business, Retirement Plans, Trusts and Estates. The Firm Emphasizes the Benefits of Planinng and… Read more »
