Reason Financial
The Highlights of 2019
The end of the year, and the decade for that matter, came and went just like most other days. If you were paying attention to news feeds it is likely you were bombarded with an enormous number of retrospectives of notable events of the last year and decade. The ubiquitous “Best of …” lists were…
Read MoreThe SECURE Act for 401K & Business Owners
Congress recently passed—and the President signed into law—the SECURE Act, landmark legislation that affects the rules for creating and maintaining employer-provided retirement plans. Whether you currently offer your employees a retirement plan or are planning to do so, you should consider how these new rules may affect your current retirement plan (or your decision to…
Read MoreThe Setting Every Community up for Retirement Enhancement Act of 2019 (The Secure Act)
Provided below is the House Committee on Way & Means summarization of the SECURE Act.
Read MoreIt is Official: Avantax Wealth Management
It is official. 1st Global has become Avantax Wealth Management. You have, hopefully, seen our emails on this subject, and you are probably being inundated with updates from Avantax related to their privacy policy, suitability notices, and account details. If you have any questions or concerns, please ask us. This change is exciting for us…
Read MoreIDENTITY WARS: How to Protect Yourself Tips from a Professional IT Consultant
Identity Wars: How to Protect Yourself – Tips from a Professional IT Consultant. By Daniel Covell, Founder, The Covell Group Market Update – December 2017 Daniel Covell, founder of The Covell Group, has been our IT and Data Security consultant for 7 years. During that time, he has partnered with us to implement significant improvements to…
Read MoreThree considerations to make before turning on Social Security
Three Consideration to make before turning on Social Security Planning Intelligence by Steve Pollock Retirement planning is financial planning intelligence at its highest level. It requires the balance of understanding your unique vision of retirement, making rational assumptions about the future, and applying analytics to make informed decisions. During this process one of the most frequent…
Read MorePortfolio Review: The Science Of Investing
PORTFOLIO REVIEW: THE SCIENCE OF INVESTING Your Reason in Focus – Aug 2016 “Data show that over time investments work better than investors. This is true because emotions, such as fear or greed or exuberance, influence decision making. Whether it’s real estate or stocks or bonds or gold or silver, it is emotionally easy to…
Read MoreGuided Advice – Payment
Are You Rushing Into Retirement
In 2010 something happened for the first time ever, a majority of Americans claimed to be planning for an early retirement. According to a recent Gallop poll, that percentage has only increased. Early retirement is a right many workers have earned. However, it may not be the best option for a stress-free environment.
If your job is truly a grind, perhaps you’re counting the days until you can stay home. A job that takes a physical toll is clearly harder to maintain when early retirement is offered. Perhaps you have a new venture or some traveling planned for your free time.
Read MoreData Protection and Identity Theft
The NSA has recently garnered headlines around the globe as a result of its covert data gathering program, PRISM. The existence of data gathering surprises very few people but the reality that OUR personal information is being stored is a bit jarring.
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