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A blog for strategic financial investors focused on maximizing their retirement years.
An investment in knowledge pays the best interest.
Take Steps Toward Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings?
Let’s Examine the Top 5 Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy.
Pension Plans & De-Risking: What You Need to Know
Corporations are transferring pension liabilities to third parties. Where does this leave retirees?
The Case for Investing in Agreement with Your Beliefs
Align your portfolio with your outlook & worldview.
The Netzel News
Monthly economic news and information for current and future retirees
Is a Gradual Retirement Program Right for You?
Not everyone retires the same way – or at the same pace.
Could Social Security Really Go Away?
That may be unlikely, but the program does face financial challenges.
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
Tax Moves to Consider in Summer
Now is a good time to think about a few financial matters.
Learn About Sequence Risk in Retirement
Watch the short video below about sequence risk, a factor that could present one of the biggest challenges to the sustainability of your retirement income.
2019 Q1 Economic Update
In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount.
Social Security by the Numbers
Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.
Your Life's Work. Our Specialty.
Connect with Steve Netzel, one of the top strategic financial investors in Arizona, today.
