Retirement Max Radio's Ken Reeves Ken takes a look at nuggets of financial wisdom offered to us by none-other-than Hollywood movie studios. Is any of it worth considering? https://www.youtube.com/watch?v=V2Cuyy_ZOig #financialadvicefromhollywood, #moviesandmoney, #kenreeves, #retiremaxradio, #bestmoneypodcasts, #retirementpodcasts
"The higher your income, the more critical tax-efficient investing becomes." By Kenneth Reeves Apex Financial Nearly every American understands that taxes are one of their most significant expenses. Wealth planners regard taxes and inflation as the two most erosive forces impacting savings. Tax planning strategies are critical components of sound retirement planning, even for [...]
"A new DOL ruling would ease existing restrictions on environmental, socially conscious investing by fund managers. Unfortunately, the track record for these funds is not that impressive so far." by Kenneth Reeves If you're like most Americans, the reasons you put money in your company's 401k or IRA are pretty straightforward. You want to grow [...]
Authored By Paul Mulholland/ The new final rule seeks to make ESG permissible for ERISA plans, but specific use will still need to play out, according to ERISA attorneys. Contributed by Kenneth Reeves The Department of Labor announced the final rule on ESG investment in ERISA-governed plans Tuesday, solidifying long-awaited permission to use environmental, social and governance analysis [...]
Authored By Kenneth Reeves, Apex Financial By Kenneth Reeves The so-called “theory of decreasing responsibility” says that although many seniors will have decreased income levels when they retire, they will also have fewer expenses and lower taxes. I call baloney on both these ideas. When clients come to me, they often believe that they will [...]
Authored By Kenneth Reeves, Apex Financial “As highlighted by a recent Nationwide Retirement Institute poll, most Americans are woefully lacking in basic Social Security knowledge. This education gap can result in mistakes that will impact your entire life.”- Ken Reeves. By Ken Reeves When discussing Social Security, there is a demonstrable and concerning lack of [...]
Created By Kenneth Reeves, Apex Financial Alabama's most trusted retirement income planner, Ken Reeves drops another episode of "The Best Little Money Podcast in Alabama." (aka"Retirement Max Radio"). He asks the question that's often on the minds of those in or near retirement: "Will my money last as long as I do?" It's food for [...]
Authored By Kenneth Reeves, Apex Financial By Ken Reeves While there is no single quality that guarantees a person will be financially successful, there are some common traits the financially free have in common. I believe that anyone, especially those partnering with a dedicated, trusted financial advisor, can achieve financial freedom, no matter how small or large their [...]
Authored By Kenneth Reeves, Apex Financial How does one retire during a recession or market downturn? In retirement, timing is everything, as it is in much of life. While attempting to retire during a financial downturn may seem unwise, many people may not have another choice. By Ken Reeves Those who want or need [...]
Authored By Ken Reeves, Apex Financial Group How does a fixed index annuity help you lock in gains and avoid losses? In an unpredictable economic environment, there seems to be no haven for your cash. The lack of a safe place for money is one reason people choose fixed indexed annuities (FIAs) as the cornerstone [...]
https://www.youtube.com/watch?v=MHONE73eIUQ&t=321s https://apexfg.com/ (205) 235-2030 info@apexfg.com If you’re within ten years of retirement, you need to know the answers to these questions: ❓Are you ready to overcome your fears and build a safer, more resilient financial future, or will you simply ignore what’s happening in the world? ❓Have you built a strong fortress around your [...]
