Jan 21, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next 10-years. But does the age of your financial advisor really matter?For most of your life, a financial...
Jan 9, 2020 | News, Travis Maus
When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide advice that is intended to give you the very best outcomes specific to your personal situation. You do this because the advice you get could...
Nov 30, 2016 | Money Stress, Travis Maus
In working with individuals and their retirement planning over the last decade, I have come to conclude that the concept of retirement is changing. Those whose only focus has been to get to, or in some cases even avoid, retirement have found disappointment with a...
Nov 18, 2016 | Money Stress, Travis Maus
You don’t want to rely on Social Security to fund your retirement. Social Security was created as a retirement supplement which means it was designed to be in addition to your retirement savings. Despite all of the doom and gloom regarding Social Security, the program...
Nov 11, 2016 | Money Stress, Travis Maus
Do you want to make money every time you add a contribution to your retirement account regardless of what you invest in? Of course you do — we all do! — and no, this isn’t a hot stock tip or sales gimmick to get you to buy a “how-to”...
Nov 3, 2016 | Money Stress, Travis Maus
1. What is the relationship of your interest rate(s) (on personal debts) compared to your tax bracket? If you are paying only 5% interest while paying 31% income taxes, you may be better off putting money into your tax-deductible retirement account at work. If you...
