Fee-based Advisor Archives - NastGroup Financial

archive,tag,tag-fee-based-advisor,tag-420,ajax_fade,page_not_loaded,,vertical_menu_enabled,qode-theme-ver-6.6,wpb-js-composer js-comp-ver-4.11.2,vc_responsive

Fee-based Advisor Tag

06 Sep What You Need to Know About the Fiduciary Rule

Posted at 01:00h in Fee-Based Advisors, Financial Advice, Financial Advisors, Investment News by Jamie Nast 0 Comments

0 Likes

A quick look at the changes coming for retirement accounts. Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry...

28 Dec Getting Financially Fit for Retirement at 50. Things for trailing-edge boomers & Gen X-ers to consider.

Posted at 07:04h in Retirement Planning by Kevin Nast 0 Comments

0 Likes

When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many of whom are wrapping up their second...

31 Jul The Troubling National Debt. It is projected to grow even larger. What does that imply for the economy?

Posted at 11:10h in Investment News by Kevin Nast 0 Comments

0 Likes

In 1835, something financially remarkable happened: the federal government paid off the national debt.1 It hasn’t happened since. Through myriad presidential administrations and economic cycles, the national debt has persisted. Wars, depressions and recessions have all helped send it higher, and while it can shrink in...

28 Jul FATCA: What It Is, How It Affects Investors. Offshore accounts are receiving a new level of scrutiny.

Posted at 13:57h in Investment News by Kevin Nast 0 Comments

0 Likes

The federal government implements new rules to fight tax dodgers. As of July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) is in effect. FATCA requires something new of foreign financial institutions: they must now report any assets held by American citizens, U.S. “persons,”...

24 Jul Preparing to Sell Your Business. Do you have a strategy to follow?

Posted at 12:33h in Investment Strategy by Kevin Nast 0 Comments

0 Likes

Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition – and you must...

22 Jul Classic Investing Mistakes. How many can you prevent yourself from making?

Posted at 21:32h in Financial Advice, Investment Strategy by Kevin Nast 0 Comments

0 Likes

Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a degree...

06 Sep Could Pension Reform Rile Investment Funds?

Posted at 22:58h in Investment News by Kevin Nast 0 Comments

0 Likes

If implemented, privatization may have significant side effects. On Capitol Hill and elsewhere, voices are calling for a major shift in public pension plan management – a shift toward privatization. Underfunding of public pensions is all too common. The bankruptcies of Detroit, Stockton and San Bernardino have...

16 May WHY DON’T YOU HAVE DISABILITY INCOME INSURANCE?

Posted at 10:30h in Financial Planning by Kevin Nast 0 Comments

0 Likes

If you are injured or ill, it could help you keep afloat financially. If you can’t work and pay your bills, how are you going to cope? Let’s say an injury or illness prevents you from doing your job. How do you deal with the lost...

29 Mar IRA DEADLINES ARE APPROACHING

Posted at 11:17h in RMDs, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

0 Likes

April is nearly here. Keep your IRA in mind. Many of us associate April with taxes. We should also associate it with IRAs, for April is the month with the deadlines for IRA contributions and mandatory IRA withdrawals. The deadline for your 2010 IRA contribution is April...

24 Jul AUTO-ENROLL 401(K)s

Posted at 11:38h in 401(k) by Kevin Nast 0 Comments

0 Likes

More companies are offering them. Will they fix our retirement savings blues? The trend could become the norm. Human resources firm Aon Hewitt surveyed 120 large U.S. companies in 2010 and found that 60% of them automatically enrolled workers in defined contribution retirement plans such as...

Fee-based Advisor Tag

06 Sep What You Need to Know About the Fiduciary Rule

28 Dec Getting Financially Fit for Retirement at 50. Things for trailing-edge boomers & Gen X-ers to consider.

31 Jul The Troubling National Debt. It is projected to grow even larger. What does that imply for the economy?

28 Jul FATCA: What It Is, How It Affects Investors. Offshore accounts are receiving a new level of scrutiny.

24 Jul Preparing to Sell Your Business. Do you have a strategy to follow?

22 Jul Classic Investing Mistakes. How many can you prevent yourself from making?

06 Sep Could Pension Reform Rile Investment Funds?

16 May WHY DON’T YOU HAVE DISABILITY INCOME INSURANCE?

29 Mar IRA DEADLINES ARE APPROACHING

24 Jul AUTO-ENROLL 401(K)s

Latest From Our Blog

Quick Links

PHOTO STREAM