Financial Poise

Articles tagged: Retirement

Calling the Shots: Self-Directed IRAs Span Every Asset Class

IRAs Defined An Individual retirement account (IRA) is just that – an account where an individual, without the assistance of an employer (like a 401k requires), invests money that will grow over time. The purpose of this exercise is to provide a nest egg for retirement. An IRA can be invested in a variety of […]

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2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

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retiring abroad

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

Retiring Abroad May be Better When You’re Older, Wiser- and Richer While in college, did you ever dream of spending a year abroad? You might have hoped to study Spanish in Mexico, or perhaps you wanted to master art and architecture in Italy, or maybe you even considered college in China to learn engineering. Perhaps […]

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Military Saving For Retirement

Military Saving for Retirement

Military life comes with its own unique struggles and benefits, the military retirement plan being just one of them. This paper intends to explore the ramifications of the new military retirement plan and other military financial experiences.

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A Few Minutes With…Sandy Chaikin, Co-Founder of Chaikin Analytics

Sandy Chaikin is Co-Founder of Chaikin Analytics, a ground-breaking desktop and mobile stock research and analysis platform. With no prior experience, Sandy started investing in 2012 with Chaikin Analytics and built a portfolio that has consistently outperformed the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy is living proof that you don’t have to be a financial expert to pick winning stocks.

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