Recent, sweeping tax reform. Uncertainty about the U.S. Department of Labor’s recently enacted—(Or was it?)—Fiduciary Rule. The current turbulence defining the stock market, and ever-evolving capabilities of automation.
This notification for the week of 2/13/2018 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. We may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.
CPA Continuing Education Course: Case Study on Cash Flow Modeling for Retirement: The Impacts of Inflation, Taxes and Rate of Return
So what are financial planning services, anyway?
Most people don’t go much further than investing in their 401(k) plan when it comes to financial planning and investing for retirement and other goals. But your planning and investing should not end at the 401(k) plan. A world of opportunity for diversification amongst investment vehicles, asset classes, and investing strategies awaits you outside your employer-sponsored plan. Taking advantage of this can potentially significantly improve your wealth accumulation over time.