Quantcast

Financial Forum: Ask the right questions to find the right advice

By Glen Cone
POSTED: October 28, 2011
Tags:

When faced with the question of where to go to for important advice, whether it’s legal, financial, medical, or maybe even a major retail purchase, always ask yourself some questions first. It’s important to start off with the right frame of mind …

Financial Forum: What do people want in an investment?

By Glen Cone
POSTED: September 26, 2011
Tags:

What do people want in an investment vehicle? They want a degree of safety and opportunity. They want and need income. They want simplicity and they want peace of mind. They want a financial vehicle to secure their future so they can maintain the standard of living to which they’ve become accustomed to.

Financial Forum: Using the Roth IRA as a retirement vehicle (access required)

By Glen Cone
POSTED: August 24, 2011
Tags: , ,

Glen Cone considers the pros and cons of the Roth IRA as a retirement vehicle.

Financial Forum: The importance of Generation Preservation (access required)

By Glen Cone
POSTED: July 25, 2011
Tags:

The difference between prosperous nations and failed states, affluent societies and struggling ones, rich people and poor people, most times is their desire to leave lasting legacies. One group focuses on leaving valuable skills and information to coming generations …

Financial Forum: How to help a large inheritance help you (access required)

By Glen Cone
POSTED: June 27, 2011
Tags:

Americans may be changing their attitudes following the Great Recession. When asked what they would do with a large inheritance, 48 percent of Americans said they would save it. Only 8 percent would spend it on things they’ve always wanted (Gallup, 2010).

Financial Forum: Does it make sense to exchange your life insurance policy? (access required)

By Glen Cone
POSTED: May 23, 2011
Tags: , , , ,

The IRS allows you to exchange an insurance policy that you own for a new life insurance policy insuring the same person without paying tax on the investment gains earned on the original contract. This can be a substantial benefit.

Financial Forum: So, you want to leave a financial legacy? (access required)

By Glen Cone
POSTED: April 26, 2011
Tags:

Imagine a great-grandchild receiving money systematically over the course of their life from a decision made by someone they barely met. Now, that’s leaving a financial legacy that will be remembered with every direct deposit. A legacy means different things to different people and it’s not all about the money.

Financial Forum: Looking to diversify investments? Go international (access required)

By Glen Cone
POSTED: March 29, 2011
Tags:

Diversification has long been a key reason for spreading your money across both international and domestic companies. You’ve got a better chance of lowering the overall risk of your investments and finding growth in foreign economies.

Financial Forum: How to curtail irrational investment behavior (access required)

By Glen Cone
POSTED: February 18, 2011
Tags:

When trying to plan for an individual, what the market is doing is of secondary importance. The question shouldn’t be: “How do I beat the market or achieve market returns?” It really should be: “How do I reach my goals objectively in a way that I’m comfortable?”

Financial Forum: New fiduciary responsibilites in effect July 16 (access required)

By Glen Cone
POSTED: January 24, 2011
Tags:

On July 16, new retirement plan disclosure rules take effect. They apply to contracts or arrangements between covered plans and covered service providers, whether or not the plan was in effect prior to that date.