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Top 3 Investment Mistakes

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Top 3 Investment Mistakes 1. Not Knowing all Expenses You will never see most internal expenses. Portfolios of mutual funds and variable annuities will likely have costs of 2% per year! Consider Exchange Traded or No-Load funds to lower your expenses. 2. Focusing on Products Focus on your entire portfolio. Analyze the effect on your …

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Top 3 Ways to Achieve a Great Retirement

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Top 3 Ways to Achieve a Great Retirement 1. Save Early and Often Compound interest and the habit of saving works best when started young. If a 30 year old started saving $1,000 a month now instead of waiting 10 years to start, she would have twice the portfolio when she is 60! 2. Understand …

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Tax Time! Get Your IRAs Funded

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Featured in Beacon Hill Investment Advisory Newsletter (Spring ’09) Tax Time! Get Your IRAs Funded By John Beneviat April Fools and Tax Day, too much fun for one month! We know this information is not new to you but we hope the timing may motivate you to do things if you have not. If you …

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Roth IRA Conversion Opportunity – Lower your future taxes!

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Do You . . . Believe your income may increase in the future? Believe your tax rate may increase in the future? Have more than 10 years before you’ll be withdrawing money from your IRA? Then … Learn how to minimize your future taxes, grow your nest egg, and pass your estate on to your heirs more efficiently …

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Reasonable Contract or Agreement Under Section 408(b)(2) – Fee Disclosure

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FEE DISCLOSURE Reasonable Contract or Agreement Under Section 408(b)(2) – Fee Disclosure A Brief Synopsis: July 23, 2010 Current Status: Passed on 7/15/2010 Affects : 1.) Fiduciary or Registered Investment Advisors 2.) Brokers and record keepers (and others) 3.) Plan Sponsors Disclosures Required: 1.) To be in writing 2.) Description of services provided and all …

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