AdviceIQ Articles

  • $ Tips for Your Grown Kids

    Early summer’s cap and gown now hang in the closet and you just hope your suddenly grown child is ready for real-world financial challenges, from debt to saving for a remote retirement. Now more than ever, you can teach your kid many key money lessons.

  • Why Retiring Is Tougher Now

    Today’s retirement may look nothing like your parents’ or grandparents’. People live longer, benefits grow thinner, and health-care costs rise. Review your financial situation and start planning early so that this new retirement doesn’t catch you unprepared.

  • Investors: 6 Nations Beat U.S.

    There are six countries that are better investments than the U.S., despite its strong stock market now. Why? We have too many regulations and taxes that limit America’s economic, hence stock market, growth.

  • Telling Kids ‘No’ About Money

    Your financial future starts at home, especially when you begin filling that home with children. Establishing limits is part of parenthood and your skill at teaching this lesson directly impacts your quality of life in retirement.

    I remember going to the grocery store when my children were little. I put them in the cart and hurried through the store to get all I needed as quickly as possible. If your store experience resembles mine, inevitably as you wait on the checkout line, the candy display comes into the focus of your chocolate-loving toddler.

  • Retire Early? 14 Snags (Pt. 1)

    Who doesn’t want to retire early? Unfortunately, if you’re like many people you won’t be able to. Here is the first of two articles looking at 14 reasons that early retirement might elude you.

    Some of the reasons involve how you handle money, but others focus on your mindset and expectations or on factors beyond your control.

  • Are Emerging Markets Over?

    Temporary growth slow-downs suggest that to some that emerging markets are on the wane for good. If you believe that often-heard shibboleth, you are robbing yourself of terrific investment gains ahead.

    We keep hearing that emerging economies – mainly, China and India– are so wobbly that the slightest unexpected revelation could irreparably cripple them. Such fears are groundless for these fast-growing nations.

  • Tackling Financial Transitions

    Everyone goes through transitions in life, ready or not. Moving, switching jobs, getting married, having children – each one creates additional financial challenges. Some of life’s changes are foreseeable, while others catch us unprepared. Taking the necessary precautions is key to ensuring your financial stability amid these shifts.

  • Rules for a Roth 401(k)

    If your employer sponsors a 401(k) plan for you to participate in, you may also have a Roth 401(k) option. Electing that option depends on your other retirement plans, tax outlook and many other factors.

  • How to Tap the Energy Boom

    Odds are that the U.S. energy renaissance now under way will continue for some time. That means investing in energy companies should bring a bountiful result. But the menu of possibilities is dauntingly large. What works best? One answer: natural gas and an investment vehicle called a master limited partnership.

  • What’s Your Biz Role?

    Business owners, your time is precious. Instead of spending it doing jobs that are worth $25 an hour, you need to find a role that produces more value to your company.

    I ask owners I work with this question: What role do you play in your business? I find that, if most of them are honest with me, they are often coaches, not the owners they should be. Their hourly production value does not match their title.

    Are you in a role that is worth $25 an hour or $10,000?


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