Short, actionable videos to help you make smart decisions in retirement.
In this video from Platinum Bridge Wealth Strategies, Antwone Harris, MBA, CFP®, RICP®, provides his thoughts about the 2022 stock market and what he anticipates will be the investment climate for 2023. Antwone provides insights on investment strategies that may help an investor during a bear market and recession.
Will inflation get out of control? How to profit from inflation. Which investments do best in an inflationary environment?
Deciding when and how to claim Social Security most effectively is a huge decision. Once you claim Social Security, that decision may be irreversible. There are literally hundreds of potential Social Security claiming strategies. How do you maximize Social Security benefits for you and your spouse? Should you claim Social Security early? Should you wait until age 70 to claim? How do you coordinate spousal benefits? This as a webinar presented to my clients on how to Maximize Social Security Benefits.
Social media chatter + free trading apps like Robinhood + bull market + new investors with time on their hands = FRENZY
An historical perspective on stock market performance during an election year and how it may impact your portfolio.
Rolling over money from tax deferred retirement plans can be a tricky piece of business. Violate the tax rollover rules and you may potentially subject your retirement funds to income taxation and unnecessary penalties.