The Irrelevant Investor

MAY 1, 2022

It's hard to believe that the S&P 500 is down just ~13.5% from its high. This was a common response to my post yesterday. It feels a lot worse. The average stock in the S&P 500 is in a 21.8% drawdown, so it's understandable why the first number feels off. The thing is, the index is market cap-weighted, so the average decline and the index decline rarely line up.

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Elevating Your Business

MAY 1, 2022

One of the ways to gather topics for an article you write, are by answering questions or reading questions on social networking sites. That's how this article started. I was on Alignment.com and someone asked, "What's The Most Effective Way To Reach New Clients". I started writing and it took a while for me to. The post 5 Effective Ways To Reach New Clients appeared first on Women Financial Advisor Coach Consultant.

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The Irrelevant Investor

MAY 1, 2022

Today’s Talk Your Book is brought to you by DPL Financial Partners We had Wade Pfau, Professor of Retirement Income at The American College, and CEO and C0-Founder of DPL Financial Partners, David Lau on the show to talk about retirement spending, retirement income, and the 4% rule. On today’s show we discuss: The updated 4% rule Spending retirement savings How to think about spending habits in retirement Annuities in high-interest rate environments Strategies for retirement income When annuitie

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Retirement Planning Retirement Planning Clients 52

Gen Y Planning

MAY 1, 2022

Roth IRAs are incredible tools for long-term saving, and in the finance world, they epitomize the concept of delayed gratification. Your contributions are after-tax , meaning you don’t get any sort of “reward” upfront. However, those contributions grow tax-free and qualified distributions remain tax-free. This could be incredibly helpful in retirement if you’re trying to stay in a low tax bracket and can pull funds from this tax bucket.

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Taxes Retirement Accounting Planning 52

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