What Is the Real Value of $100 in Your State?
…much cheaper in states like Missouri or Ohio than they are in states like New York or California. As a result, the same amount of cash can buy you comparatively…
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4 Mistakes to Avoid During Tax Season
4 Mistakes to Avoid During Tax Season From: www.morningstar.com IRA specialist Ed Slott discusses ‘gotchas’ to watch out for when filing your tax return. Key Takeaways You can do QCDs,…
David H. Morgan on KOOL 100.9 FM
David H. Morgan describes REAP on KOOL 100.9 FM at the Senior Health & Wellness Expo: https://retirementestateplan.com/wp-content/uploads/audio/DavidMorganInterview-SeniorExpo.mp3 We at REAP, LLC. are proud to have helped many families and individuals…
Read moreHistorical Returns on Stocks, Bonds and Bills: 1928-2022
…1.49% 0.10% 143.81 103.08 100.84 103.22 101.49 100.10 1929 -8.30% 3.16% 4.20% 3.02% -2.06% -0.15% 131.88 106.34 105.07 106.33 99.40 99.95 1930 -25.12% 4.55% 4.54% 0.54% -4.30% 0.10% 98.75 111.18…
Read moreCan a Trust Transfer an IRA to a Trust Beneficiary?
Can a Trust Transfer an IRA to a Trust Beneficiary? From: www.morningstar.com Here’s a question I get at least once a week: “I’m dealing with a trust that holds an…
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits From: www.kiplinger.com Claiming Social Security benefits at the right time means more money in…
REAP Risk Analysis
For your FREE Investment Risk Analysis, please fill out the form below. All information is confidential, in accordance with our privacy policy. It is our pleasure to provide this complimentary…
The Biggest Wealth Transfer
…report showed the aspects of annuitization in retirement wealth. They compared mutual funds, stocks, money market or a combination that are subject to greater risk and possible higher expenses. They…
The Importance of Financial Defense
…lose games. Why is that same approach so critical when it comes to your finances and, in particular, saving and investing for retirement? Well, it’s simply because when you’re talking…
Economic Update – February 12th, 2018
…3 – businessinsider.com/betterment-and-wealthfront-crash-during-market-bloodbath-2018-2 [2/5/18] 4 – briefing.com/investor/calendars/economic/2018/02/05-09 [2/9/18] 5 – insight.factset.com/sp-500-companies-with-more-global-exposure-reporting-higher-earnings-growth-in-q4 [2/9/18] 6 – cnbc.com/2018/02/09/oil-falls-below-60-for-first-time-in-2018-on-pace-for-big-weekly-drop.html [2/9/18] 7 – bigcharts.marketwatch.com/historical/default.asp?symb=DJIA&closeDate=2%2F9%2F17&x=0&y=0 [2/9/18] 7 – bigcharts.marketwatch.com/historical/default.asp?symb=COMP&closeDate=2%2F9%2F17&x=0&y=0 [2/9/18] 7 – bigcharts.marketwatch.com/historical/default.asp?symb=SPX&closeDate=2%2F9%2F17&x=0&y=0 [2/9/18] 7 –…
