Category Archive: Retirement Planning

Facing your Fear: Preventing Fear-Driven Investing with Long-Term Planning

JD Asset TV 2-2016

  John L. Diaz, CFP, the CEO of Premier Wealth Advisors, LLC, talks about the concerns he hears from his clients regarding the increased volatility in the market, and shares his strategies on allocating to both mitigate volatility and take advantage of possible upsides. February 18, 2016 06 mins 26 secs    

Market Month – January 2016

The Markets For equity markets around the globe, the start of 2016 can easily be described as rocky at best. The volatility has been fueled by continuing uncertainty and worries over the effects of declining oil prices and a plummeting Chinese stock market. While these issues have been around for quite a while, it almost …

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Market Volatility – Our Thoughts

I would begin by saying Happy New Year but, unfortunately, in the financial world this new year has been anything but happy. US equity indexes are off to their worst start in history, with the S&P 500 Index down more than 8% since the ball dropped in Times Square less than 3 weeks ago. Similar …

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Year-End Ideas for Owner-Only Businesses

There is still time to establish a plan for the current tax year and take advantage of deductible contributions, but the deadline is very close. Owner-only businesses have until December 31 to establish 401(k), Profit-Sharing, or Defined Benefit Plans. Funding may be completed next year, by the business’ tax filing deadline, including extensions Savings Goal: …

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Important Financial Considerations for Divorced or Separated Women

If you are divorced or separated, the decisions you make about money will play a large role in your future financial security.  While we all know that money itself can’t buy or ensure happiness, your ability to manage your money will to a large extent dictate whether you will be able to reach a comfortable …

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Choosing the Right Retirement Plan for Your Business

You’re an entrepreneur and own a business that is experiencing a good level of success.  Most likely, retirement is the further thing from your mind but your CPA and others have told you to set up a retirement plan but it just seems so complicated and by the way, who’s got the time.  Believe it …

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