The annual contribution limit for 2019 is $6,000, or $7,000 if you’re age 50 or older. That’s $500 more than allowed for this year. So if you’ve got a standing monthly contribution in place to max out your IRA for 2018, give us a call asap so we can get you set up for…
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Just last week, while looking through financial news online, I came across the following article titled Major Investor Unloaded Sears Stock ahead of Bankruptcy Report and it brought back some very real memories. The article reports that this guy BOUGHT sears stock for $61/share and just sold it between 61¢ and 65¢ per…
Read MoreWe get asked all the time, “How’s the Market doing?” Let us show you! Click Here for 2018 3Q Report
Read MoreAs promised here is your third installment of info on Dimensional Funds. Hopefully by now you are already seeing the potential benefits of using Dimensional for your investing. The video below is a real good instruction on how Dimensional saves money on trading costs which are many times invisible to…
Read MoreYesterday we gave you an overview of Dimensional Funds and their history. Today we will explore how their unique approach to investing has served their clients so well. The first video explains their approach while the second video pronounces the research methods used. Click here for the DFA Overview Brochure…
Read MoreBy the end of next week, all Monson Wealth Management Clients will be re-positioned into Dimensional Funds. With excitement, we will be sending out 3 informative emails to you before transitioning so you can become better acquainted this amazing company. As a client with a Dimensional Funds Portfolio, you will…
Read MoreWe get asked all the time, “How’s the Market doing?” Let us show you! Click Here for 2018 2Q Report
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Eldon Monson, Registered Investment Advisor Representative and Owner of Monson Wealth Management has just earned his RICP Designation. RICP or Retirement Income Certified Professional is a designation certifying Eldon’s deeper knowledge of the specifics of retirement income planning. This includes best practices for Social Security claiming, risk management, decumulation planning, distribution strategies…
Read MoreThe headlines come at us constantly—143 million records leaked at Equifax, one billion exposed in a Yahoo breach, and 110 million records compromised at Target. After each new “unprecedented” hack, you’re rushed into a free credit monitoring program that promises to watch your files and alert you to any unusual…
Read MoreAfter being very kind for the last 14 months or so, the stock market is having what I would call some very normal volatility. This is to be expected and somewhat normal as the economy heats up and worries about inflation and interest rate rises increase. How long it will last or how…
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Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.
Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.