Mon, 30 January 2017
Investing for retirement income today is harder than when I started 23 years ago. Bonds and CD rates are near historical lows and retirees are being bombarded with “alternative Investments”. It can be hard to distinguish the difference between good and bad retirement products. Sign up for next week’s Berkeley event to make sure you have a proper strategy in place and a fiduciary on your side. Specific topics for today include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 24 January 2017
General market conditions have people reacting as if lower taxes and less regulations would be in effect by the end of the week. The truth is these changes will take time. Companies will adapt to new regulations and so can you! Do not get burned by overreacting and make sure to judge your risk tolerance before rebalancing your portfolio. Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 23 January 2017
The bizarre first weekend of President Trump assuming office results in a wait-and-see market. The 4th quarter earning reports, which are expected to be good, has started off better than expected. Can Trump’s new regulations and tax cuts continue our upward trend? How will the Affordable Care Act repeal look? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code retirement123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Tue, 17 January 2017
Thanks to historically low interest rates; pension plans cuts are a prominent story in 2017. Bonds rates are still historically low and many boomers are dealing with inflation or delayed retirement. Many companies are coping by offering employees lump sum payouts rather than lifetime income. Is this a good strategy for you? What options are available to you? Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code retirement123 for free entry!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0117-1700_skype_32k.mp3
Category:Retirement Planning -- posted at: 6:15pm PDT |
Mon, 16 January 2017
Some financial planners are only Registered Investment Advisors and don’t have any true credentials. Today I explain what a Certified Financial Planner™ practitioner knows about creating and managing wealth that make a huge difference over your lifetime. Specific topics include
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
Direct download: Newfo-0913-1600_EVERGREEN32kencore2.mp3
Category:financial planning -- posted at: 3:00pm PDT |
Tue, 10 January 2017
Children don’t come cheap. A Bloomberg article reports the cost of having children hits $233,610, a 3% increase from last year’s survey. Costs such as housing, transportation, food and clothing are broken down, but one significant expense is excluded from this survey. Does it make sense for one parent to stay home? Making sure the true net of your income exceeds child care costs is one of many financial concerns you need to review before having kids. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Mon, 9 January 2017
2017 got off to a good start last week, but is this expected to continue? Today I talk about expectations as we enter an administration under President-elect Trump. Did the volatility index change due to fear or anticipation? Can the run in small-caps continue? What are some positives we can look forward to during the next 4 years? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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Thu, 5 January 2017
The Dow almost hit 20,000 but what else happened in 2016? Today I review which companies, sectors and asset classes achieved above market growth and which stayed flat or declined. What will be the biggest stories in 2017? Could the increase in rates contribute to changes in real estate? What about underfunded pension plans or overseas cash being repatriated? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. Encore edition |
Tue, 3 January 2017
The Dow almost hit 20,000 but what else happened in 2016? Today I review which companies, sectors and asset classes achieved above market growth and which stayed flat or declined. What will be the biggest stories in 2017? Could the increase in rates contribute to changes in real estate? What about underfunded pension plans or overseas cash being repatriated? Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com. |
Mon, 2 January 2017
Do you buy and hold your ESPP discounted employer stock or sell and use it for something else? Learn the difference between ESPP, RSU, qualified and non-qualified stock options and how people are using their shares. Other topics include:
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition |
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New Focus on Wealth with Chad Burton
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