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Retirement Planning doesn’t end at Retirement

Published July 25, 2013 in Plan Wisely - 0 Comments
Retirement Planning

​ The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Experts have studied portfolio longevity or […]

What is a non-traded REIT?

Published March 22, 2013 in Invest Confidently - 0 Comments

A real estate investment trust or REIT is a corporation that combines the capital of many investors to acquire or provide financing for real estate. It offers the benefits of a real estate portfolio under professional management and generally does not pay corporate federal income tax. Distributions of at least 90 percent of taxable income must be paid […]