What’s the Difference Between Average vs. Actual Rate of Return?
November 25, 2022
Retirement Planning
InvestingRetirement Planning
- Carlos Dias Jr.
- November 25, 2022
An average rate of return can mask losses over time, so what investors really want to keep an eye on is the actual rate of return.
AnnuitiesRetirement Planning
- Carlos Dias Jr.
- October 31, 2022
Research has found that a well-designed indexed annuity can address both stock market risk and investment traps by offering a solution for lifetime income, the leading retirement savings problem.
Financial PlanningRetirement PlanningTaxes
- Carlos Dias Jr.
- October 23, 2022
As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.
Retirement PlanningTaxes
- Carlos Dias Jr.
- January 6, 2022
An effective and well-rounded plan should every potential aspect including tax, investment, retirement, and estate planning decisions.
Retirement PlanningSocial Security
- Carlos Dias Jr.
- December 13, 2021
With a 50% chance of one spouse reaching their nineties, calculating savings might be a challenge. By focusing on income instead of distribution, you can achieve your retirement goals.
MedicareRetirement Planning
- Carlos Dias Jr.
- November 30, 2021
The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.
Retirement AccountsRetirement PlanningTaxes
- Carlos Dias Jr.
- November 29, 2021
You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.
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Elizabeth Masso
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.
