Posts by Jon Magoch
Ten Ways to Make Your Money Work Harder
Folks heading into retirement seem to always be wondering how to make sure their nest egg has everything they need. Today Jon goes over ten different ways to get more out of your retirement assets that may not seem obvious, such as correct Social Security timing, or proper tax planning, and many more.
Read MoreAre You Taking On Enough, Too Much or Just the Right Amount?
We’re talking about risk – does your portfolio have too much, not enough, or just the right amount? Risk is something each individual must have determined for themselves, and today Jon talks about the best ways of accomplishing this, as well as how to minimize it if you are close to retirement and need to reallocate your next egg funds.
Read MoreExclusive vs. Inclusive Investing
There are many different approaches to investing in the stock market, but most fall under two categories: exclusive and inclusive. Exclusive means conducting thorough research on prospective companies and investing in a portfolio of select, thoroughly vetted securities. One of the advantages of this approach is that if an investor’s research pans out, he could have quite a cache of high-performing “winners.”
An unfortunate disadvantage is that most big “winners” in the market have at some point suffered declines of up to 50, 60 or even 90 percent on their way to success. That type of risk can be difficult for the average investor to stomach.
Read MoreMoney Resolutions to Benefit You in 2018
With the start of a new year comes the ideas surrounding improving your financial life and, more specifically, your plans for retirement. Today Jon goes over some resolutions you might have to help make that happen – solid ideas you can pick and choose from to benefit your plan going forward.
Read MoreMaking Sense of the Stock Market Roller Coaster
The stock market, even with its recent run-up, remains volatile and unpredictable. Today Jon talks about what this means for folks saving for retirement, and that they would be better off looking at the big picture rather than trying to keep track of the day-to-day market movement.
Read MoreWhy Guaranteed Income Is Vital
Without income, there is no retirement – and the more sources of guaranteed income you have, the better the chance your retirement will be successful. Today Jon discusses how to manage your nest egg so it fits together for enough guaranteed income after you stop working.
Read MoreWhat is Meaningful Asset Positioning?
Partnering with Retirement Evolutions means maximizing the potential of your investments and retirement nest egg. We use meaningful asset positioning maximize your income potential and minimize your tax liability. Meet with a member of our team to determine is Retirement Evolutions is the right fit for you and your loved ones. Our complimentary discovery meetings offer an opportunity to get to know us and for us to have a unique understanding of your personal retirement planning needs. Call or click today. 520-399-6340 www.retevo.com/contact.
Read MoreAway from The Numbers: Keeping Digits in Perspective
Numbers guide much of our daily lives. From the price of a gallon of gas at the tank to the cost of our morning coffee as we scurry off to another day of work, numbers are solidly submerged in our collective consciousness. Numbers are absolute. Even though the cost of a gallon or milk may go up or go down, what the numbers involved mean stay static and absolute. Prices may fluctuate, but a dollar is still four quarters, ten dimes, twenty nickles or one hundred pennies (as unwieldy and impractical counting all of them out at the coffee shop cash register might be). Numbers are logical and predictable. Three times seven will always add up to twenty-one (a number that has much significance at the blackjack table and equal importance for college students looking to embrace their new-found adulthood with a pint or two at the local watering hole). Numbers are practical and unemotional. Numbers know no sympathy – just ask anyone who has ever gotten a costly ticket for exceeding a posted speed limit. Numbers are a lot of things but one thing they are certainly not: numbers are not people.
Read MoreDoing Distribution Right
If you were going to cook a big meal you wouldn’t skip steps and ruin the recipe. The same goes for planning for retirement. Today, Jon discusses the important steps you will want to take to help you save for and eventually embark on a secure, successful, and confident retirement.
Read MoreMaking the Right Decisions at the Right Time
In retirement planning, as with all things in life, timing is key. Today, Jon discusses ways to approach your personal retirement puzzle and make all the pieces fit together in a way that works for your unique plans and needs.
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