by Todd Moerman | Jan 28, 2014 | Doctor/ Dentist, Retired, Working
Strategic Wealth Advisor Audiotech: Will it work for you? Let’s start by saying that I am a huge fan of AudioTech and James O’Shaughnessy. I have been a subscriber for many years. I was actually an investor with James O’Shaughnessy when he was at Bear Stearns and... by Todd Moerman | Jan 27, 2014 | Doctor/ Dentist, Retired, Working
Bull Market of 2013 and asset class review. Did you miss the bull market of 2013? If so, what do you do now? Look at our video recap below. The current bull market is now the sixth longest in S&P 500 history (of 26 total bull markets). As of year-end 2013,... by Todd Moerman | Jan 17, 2014 | Doctor/ Dentist, Retired, Working
Will you be able to retire on your own terms? Will you work until you are 70 or older? Will you work because you want to or because you need to? The choices you make in 2014 will determine the lifestyle you have in retirement. It is common sense but habits are the... by Todd Moerman | Jan 1, 2014 | Wiser
Many of us set goals for 2014 and beyond, saving for retirement or retiring early should be on the list. If you don’t plan, you may have to depend on others or the government for your retirement. Don’t delay, we are on the verge of a Retirement... by Todd Moerman | Nov 22, 2013 | Wiser
Is it me, or does it seem like the pace of life is out-of-control around the Holidays. For many of us, the pace of life may seem to be this way all year long. I wanted to wish everyone a Happy Thanksgiving and encourage you to take time to catch your breath, relax and...
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You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/