The Wealth Report: 3 Reasons to Own Life Insurance

Life insurance is like a Swiss army knife — it is remarkably useful, versatile and essential. One of the little-known facts about today’s life insurance policies is that they can offer much more value than simply a death benefit. While securing the financial future for loved ones is the primary goal, life insurance can play…

Read More

How to make your savings last after retirement

Financial instability is the number five biggest worry for Americans, according to a survey, which was only topped by serious health issues. You’ve spent years building up a nest egg; don’t let your funds dry up quickly after you retire! Here are a few ways to help you stay on track and make your savings…

Read More

Roth IRAs and taxation

Planning for retirement is essential to help secure a future for you and your family. Make sure that you are informed of the benefits and penalties of your Roth IRA to help ensure that you are making financially smart decisions every year. Roth IRA Anyone who doesn’t exceed the IRS Roth IRA income limits can…

Read More

The Wealth Report: The Impact of Rising Oil Prices

Consumers have enjoyed several years of low oil prices, until now. The year started with a rampant increase in oil prices not seen in more than three years. Already up by 19 percent in April, oil stands to get an accelerated boost due to America’s decision to walk away from the Iran nuclear arms agreement…

Read More

The Wealth Report: Dividend Stocks for Retirees

Long-term investing through dividend stocks has been a reliable method to help build wealth. If you’re investing with the goal of providing retirement income in the future, dividend stocks offer an interesting option for your equity allocation. These stocks tend to be issued by high-quality companies that are well-established in their industries and appear to…

Read More

The Wealth Report: Speculator or Investor

Speculation can be fine now and then, if you have the money to lose. But investing involves knowing the fundamentals of a company and making wise, evidence-based decisions. Take the popularity of bitcoin — a prime example of speculating, not investing. Click to Read More.   David Bach, co-Founder or AE Wealth Management Media Segments…

Read More

A quick guide to retirement

It may be easy to dream about what life in retirement will be like, but in reality, it’s never too early to start thinking about your financial future. Here are some common questions about planning for retirement. How much money should I save for retirement? We recommend saving as much as you can, but you…

Read More

The Wealth Report: Tariffs and Investment Strategy

Overview In an effort to establish a new global trade policy, the Trump Administration announced it would impose a 25 percent tariff on imported steel and 10 percent on aluminum. That dictum was shortly followed up with an additional 25 percent tariff on approximately 1,300 Chinese exports worth about $50 billion annually. Free Trade These…

Read More