The two should not be confused. Provided by Magnate Wealth Management What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently. Volatility can be […]
Tips on trying to meet two great financial goals at once. Provided by Magnate Wealth Management Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Saving for retirement should always come first. After all, retirees cannot apply for financial aid; college students can. That […]
One of the world’s most heralded investors simply keeps calm and carries on. Provided by Magnate Wealth Management If you ask someone who the “world’s greatest investor” is, the answer more often than not may be “Warren Buffett.” That honor has never formally been awarded to him, and many other names might be in the […]
These spending and investing precepts may encourage its longevity. Provided by Magnate Wealth Management All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One precept: observing the 4% rule. This classic […]
Plan to create a pool of healthcare dollars that you can use when the time comes. Provided by Magnate Wealth Management How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an answer for you. Why are baby boomers […]
Some costs could rise, fall or even disappear. Provided by Magnate Wealth Management Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these years may suddenly decrease […]
Saving is a great start, but planning to reach your financial goals is even better. Provided by Magnate Wealth Management Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that could make achieving those […]
The answer depends on your income. Provided by Magnate Wealth Management Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certain yearly income thresholds […]
Besides the death benefit, it may also help you financially during your life. Provided by Magnate Wealth Management As Bankrate.com noted, 43% of Americans have no life insurance. Some view it as optional; some have simply procrastinated when it comes to buying a policy. Others believe that they can’t afford it.1 In reality, life insurance […]
It is our tremendous pleasure to introduce Magnate® Wealth Management to our existing and prospective clientele. Our mission is to enrich the lives of those we serve, by providing sound professional financial advice and evidence-based investment management services. By developing relationships rooted in trust, putting our clients’ goals first, explaining complex financial topics in easy […]