THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO Many Socially Responsible Choices: -Industries to invest in or not to invest in -Companies involved in activities you believe in -Companies with best management practices -Companies having an impact on underserved communities or countries Watch the related WEALTHTRACK episode.
ACTION POINT
KEEP SOME BONDS IN YOUR PORTFOLIO
KEEP SOME BONDS IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN
TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLANS 2019 ALLOWED CONTRIBUTIONS RISING 401(k) OR SIMILAR WORKPLACE RETIREMENT PLAN: $19,000 for under age 50 $6000 catch-up contribution for age 50 or older remains the same INDIVIDUAL RETIREMENT ACCOUNTS – I.R.A.’s: $6000 for under age 50 $7000 for age 50 or older HEALTH SAVINGS ACCOUNTS – H.S.A.’s: […]
READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS
READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS The retirement crisis is real Americans not saving enough or investing successfully enough to fund long retirements Guaranteed Retirement Account: – Funded by workers and employers – Largely managed by state public pension funds – Annuitized upon retirement -Supplements social […]
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO Short term muni fund attributes: Tax free interest Less sensitive to rising interest rates Flexibility to reinvest as rates rise Watch the related WEALTHTRACK episode.
HAVE SOME INVESTMENT EXPOSURE IN CHINA
HAVE SOME INVESTMENT EXPOSURE IN CHINA Morningstar Analyst Favorites: Matthews China (MCHFX) Matthews China Dividend (MCDFX) SPDR S&P China ETF (GXC) Watch the related WEALTHTRACK episode.
