Posts Tagged ‘Financial Planning’


Inheriting an IRA – Make Sure You Pay Attention to the Rules.

Icon Provided by Joseph Regenstein IV, CMFC on August 16, 2010

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

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Tags: beneficiaries, distributions, Financial Planning, Inherited IRA, IRA, required minimum distribution


Diversification Isn’t Just About Market Risk

Icon Provided by Joseph Regenstein IV, CMFC on August 12, 2010

There are other risks we sometimes don’t think about. When an investor or financial advisor thinks about diversification, it is generally with market risk in mind. It’s worth remembering that there are other potential risks to your money – and diversification can be valuable in helping you cope with them. Business risk. Even today, there [...]

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Tags: business risk, financial planner, Financial Planning, financial services professionals, investment vehicles, investor protection corporation, market risk, money managers


The Top 10 Reasons NOT to Plan For Retirement

Icon Provided by Joseph Regenstein IV, CMFC on March 31, 2010

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

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Tags: distribution plan, excuse, Financial Planning, income distribution, inflation, investment, procrastinating, retirement eligibility, retirement plan, Retirement Planning, saving for retirement, top ten list