by Todd Moerman | May 16, 2013 | Doctor/ Dentist, Retired, Working
We are on the verge of a retirement crisis. According to a recent survey by TD Ameritrade, the average Boomer is $500k behind on the retirement savings they will need to comfortably retire. How far behind are YOU? Retirement planning may seem like something you can... by Todd Moerman | May 8, 2013 | Doctor/ Dentist, Retired, Working
We understand why many people invest so much into company stock… it’s your “team”, your company. In the words of Winston Churchill, sometimes it’s the root of your “blood, sweat, and tears”. You invest the bulk of your... 
by Todd Moerman | Apr 25, 2013 | Doctor/ Dentist, Retired, Working
The first quarter of 2013 was the best Q1 in 15 years! Small Cap up over 12%, Large Cap Value up over 12% S&P 500 up over 10% What great numbers even after a very solid 2012. It is amazing how time tends to smooth out the returns of a portfolio. The financial... 
by Todd Moerman | Apr 4, 2013 | Doctor/ Dentist, Retired, Working
The power of 1%! 1% may sound like “no big deal” but in the world of investing, it is mammoth! Many people today are looking for the magic formula to help them retire or retire early. Unfortunately, there are no “get rich quick” fixes for... 
by Todd Moerman | Mar 17, 2013 | Doctor/ Dentist, Retired, Working
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”- Albert Einstein If you are in business, a mid to high level manager or a high-end Account Manager, you need to take investing very... by Todd Moerman | Feb 28, 2013 | Doctor/ Dentist, Retired, Working
Are you thinking about converting your 401k to a Roth 401k? A new provision in the tax code makes it easier to convert a regular pre-tax 401k to a Roth 401k. But before you rush to do this, there are several things you should consider first. a) Look at the basics. ...
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