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This is my “catch-all category–it is stuff every investor should know!

Create Tax Free Income for Life with Municipal Bonds

Now that you’ve read the somewhat salacious title of this article, the real question becomes “is there any truth to it”? A second question might be similarly, “what’s the catch”? Well, I hate to disappoint you but there is no catch and it is possible to create a tax-free income stream for life. But how? It is done with an asset that has been around for literally ages—bonds.

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What is Your Financial Professional–A Broker or Fiduciary?

Summary:  Athletes understand “off-the-field” distractions.  None are probably worse than those of the financial variety.  Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client’s “best interest”.  Yes. You heard me right. Well, you may be thinking, “I thought my advisor was already acting in my […]

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