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Begin on the path for a more secure retirement
Finding an Investment Advisor who understands how the financial world is changing is hard. Finding one that truly wants to understand your specific goals and needs, putting them above everything else, is even harder. To fully prepare for retirement, you need someone with the unique skills and background to know how to handle every situation in order to help you travel the road towards a secure, independent retirement. The team at TFG Wealth Management will help you locate and fix your Retirement Blind Spots.
TFG Wealth Management uses a different approach, called “Maximum Planning”, to get clients to and through their retirement. This approach has been developed based on years of working with very wealthy families. TFG knows that looking at every facet of a person’s financial world is the key to a successful financial future. TFG uses methods other financial professionals don’t consider and employs technology they don’t have access to.
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Smart Money Blog By Mark FRIED
When speaking to groups about retirement and financial planning, I often use the phase hope for the best and plan for the worst. This is most appropriate for those who are planning on retiring in the next few years or are in retirement right now. When creating an investment strategy for your retirement there are […]
Since the beginning of October, we have experienced a steep decline in market indexes. After almost 8 years of steady growth, this feels like quite a shock to most investors. Should it? The economy and the markets move in cycles. These cycles span many years. To deny this is to ignore the natural order of […]
Big news for those facing the challenge of Required Minimum Distributions… Last week President Trump signed an executive order asking the IRS to review its regulations concerning Required Minimum Distributions “RMD”. For those unfamiliar with RMDs, at age 70 ½ the government requires you to start taking taxable distributions from your IRA, 401(k) and other […]
In real estate there are three words to live by: …..location….location…..location. When investing there are three words to live by: …..rebalance…..rebalance…..rebalance. Last week marked the longest bull market in history as measured by the S&P 500 index. The U.S. economy remains quite strong. The market has risen over 320% since its low compared to the […]
Lisa Odoski, FPQP, represents financial services in a dynamic way. A true supporter of financial protection for women and an inspiration for women leadership in business, Lisa brings over 20 years of experience to the table. In such rapidly changing and competitive industry, Lisa finds the energy, passion, and creativity to stay ahead. Her goal is to build and retain trust with clients by following two core values: Independence and Integrity.