The GWG Holdings, Inc. (Nasdaq: GWGH)
GWG L Bonds WHAT ARE L BONDS AND WHAT IS THE GWG HOLDINGS, INC. PORTFOLIO? L Bonds are fixed income, non-traded bonds of GWG Holdings, […]
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Red Oak Capital Group
Red Oak Capital Fund V, LLC Red Oak Capital Group (“Red Oak”) provides short-term, senior secured stabilization loans on income producing commercial real estate properties […]
Why wealth planning is a must for LGBTQ+ couples
When planning for retirement, LGBTQ+ people between the ages of 45 and 75 rely largely on their own knowledge and education, according to a study […]
A climate of opportunity
Savvy investors are eyeing President Joe Biden’s intentions related to the Paris Agreement with great interest and see potential opportunities in 2021 and beyond. Announced […]
To plan, or not to plan, for Social Security?
Retirement planning is important for everyone who wishes to stop working at some point in their life, but especially for anyone born in 1968 or […]
Leaks can deflate your retirement hopes
Plan loans and hardship withdrawals are plan leaks that can wreak havoc on your retirement savings. What’s your vision of the ideal retirement? Endless days […]
Frequently asked retirement income questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers When should I begin thinking about tapping my retirement assets and […]
Questions to ask about your retirement plan
It’s important to have a good understanding of how your retirement plan works. Here are some questions you should ask. Participating in your employer’s retirement […]
Your plan account statement can reveal valuable information
Review your retirement plan account statement in detail at least once a year to ensure that your information is accurate and see if you need […]
Planning for dementia and health care
There are many unknowns when it comes to planning for health care. Unfortunately, one of the possible health care concerns—dementia—comes with a high financial price, […]