July 2016 - PlanVision

In Advisers, Agents, Asset Allocation, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Inspiration, Investments, Personal Finance, Retirement, Risk, Sales, Saving Money

Posted July 24, 2016

Investing in the Unknowable!!

DO YOU WANT TO MAKE MONEY ON YOUR MONEY? I do. Most of us do. This is why we invest. It doesn’t make us greedy. If you don’t want to make money on your money, why invest? WHETHER [...]

By mark

In Advisers, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Personal Finance, Retirees, Retirement, Risk, Roth IRA, Saving Money

Posted July 7, 2016

Pre-Tax or Roth Contributions to Your Company’s Retirement Plan?

MOST COMPANY RETIREMENT PLANS GIVE YOU THE OPTION TO SAVE MONEY PRE-TAX OR AFTER-TAX. Many people I talk to aren’t sure which one they should select. So what should you do? Which one is [...]