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A blog for strategic financial investors focused on maximizing their retirement years.
An investment in knowledge pays the best interest.
The SECURE Act
Long-established retirement account rules change.
Systematic Withdrawal Strategies
Should you arrange automatic distributions from your retirement or investment accounts?
Economic Update for December
The Dow Jones Industrial Average reached another milestone in November, topping 28,000. It settled at 28,051.41 on November 29; on the same day, the Nasdaq Composite closed at 8,665.47, and the S&P 500, at 3,140.98.
Retiring Single
You will want to replace your income; you will also want to stay socially engaged.
Rebalancing Your Portfolio
Should investors make regular adjustments?
Understanding the Alternate Valuation Date
Is it appropriate for your estate?
A Retirement Fact Sheet
This retirement fact sheet offers some specifics about the “second act.”
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can.
Should You Own Step-Up CDs?
They allow you to take advantage of rising interest rates.
Your Life's Work. Our Specialty.
Connect with Steve Netzel, one of the top strategic financial investors in Arizona, today.
