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Courter Financial, LLC « Providing Strategies for Creating and Preserving Wealth

Providing Strategies for Creating and Preserving Wealth

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Courter Financial, LLC « Providing Strategies for Creating and Preserving Wealth | mackcourter.wordpress.com Reviews
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Providing Strategies for Creating and Preserving Wealth
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Courter Financial, LLC « Providing Strategies for Creating and Preserving Wealth | mackcourter.wordpress.com Reviews

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Providing Strategies for Creating and Preserving Wealth

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IRAs: The Old Standby « Courter Financial, LLC

https://mackcourter.wordpress.com/2014/04/04/iras-the-old-standby

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. IRAs: The Old Standby. Over the next few weeks, I’m going to cover the three main vehicles for retirement saving. Today, we’re going to talk about the oldest and most popular. It’s the IRA, short for Individual Retirement Arrangement. Check out the chart below:. It’s kind of like eating your dessert before you eat your main meal. I’ve never been much of a fan of eating dessert first&#46...

2

Investment Management « Courter Financial, LLC

https://mackcourter.wordpress.com/investment-management

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. English: Markowitz-Portfolio Theory, Investment Portfolio Management (Photo credit: Wikipedia). How do We Invest for Clients? 1 Asset Allocation: We don’t put all our eggs in one basket. We believe a diversified portfolio should include not only stocks and bonds, but also real estate and commodities such as precious metals. 2 Investment Selection: We screen the investment marketplace freque...

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Courter Financial, LLC « Providing Strategies for Creating and Preserving Wealth « Page 2

https://mackcourter.wordpress.com/page/2

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. Newer posts →. Developing a Realistic Budget. Budgeting ranks up there with getting a root canal and watching paint dry. It doesn’t have to be that way. As is the case with most areas, keeping it simple is the best solution. There are only 3 things you need to know to set up a successful budget:. How much income do I bring home each month? How much do I spend on fixed expenses? If I decide ...

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Financial Planning « Courter Financial, LLC

https://mackcourter.wordpress.com/financial-planning

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. Finance district (Photo credit: Jo@net). Do you have a written financial game plan to help you bridge the gap between where you are and where you want to be financially? What are your financial concerns and objectives? We can design a financial plan to help you answer questions such as:. How much money do I need to retire and maintain my current standard of living? How can I reduce my taxes?

5

The Debt Snowball « Courter Financial, LLC

https://mackcourter.wordpress.com/2014/03/28/the-debt-snowball

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. I was never very good at making a snowman. I’m pretty good at making a snowball, not that it requires a lot of talent; which probably explains a lot about why I can make one. But somewhere between making a snowball and growing it to fashion a snowman, I mess up. I just can’t seem to make it happen. Snowballs. They were unimpressed. If Joe just makes the minimum payment on these cards, which...

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Blog | Courter Financial Services, LLC

http://www.mackcourter.com/Blog

What Makes Us Different? The Fiduciary Rule and the Titanic. Submitted by Courter Financial Services, LLC on April 15th, 2016. Fiduciary Rule, Titanic, Retirement, IRAs. 104 years ago today, the Titanic sank. I was reading a fascinating story this morning in Our Daily Bread. About one of the passengers who died in that tragedy. He was a journalist named W. T. Top 2 Reasons Why the Stock Market will Keep Falling. Submitted by Courter Financial Services, LLC on February 26th, 2016. Investing, Debt, CDs.

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How to Spot a Crooked Financial Advisor | Courter Financial Services, LLC

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What Makes Us Different? How to Spot a Crooked Financial Advisor. How to Spot a Crooked Financial Advisor. Submitted by Courter Financial Services, LLC on May 27th, 2015. After reading my last post, you know about avoiding investment newsletter scams. But do you know how to spot a crooked financial advisor? You can get a sense of whether or not someone is honest just by watching and listening to them. But if you want to make sure, there is only one question you need to ask. Also, just because an advisor ...

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The Almighty Dollar | Courter Financial Services, LLC

http://www.mackcourter.com/blog/almighty-dollar

What Makes Us Different? Submitted by Courter Financial Services, LLC on February 20th, 2015. Last year saw two very shocking financial events. One was the abrupt decline in oil (see my 21 January 2015 post). The second was the steady rise in the U.S. Dollar. For the first time in 25 years, the dollar gained against all 31 of the world’s major currencies, according to John Mauldin in his Thoughts from the Frontline newsletter, January 5, 2015 edition. There are four takeaways here:. We’re already s...

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Social Security: Will It Survive, Part 1 | Courter Financial Services, LLC

http://www.mackcourter.com/blog/social-security-will-it-survive-part-1

What Makes Us Different? Social Security: Will It Survive, Part 1. Social Security: Will It Survive, Part 1. Submitted by Courter Financial Services, LLC on July 31st, 2015. Social Security, Retirement. Last week was designated as “National my Social Security Week” by the Social Security Administration in an effort to encourage people to register with Socialsecurity.gov for online access. In case you haven’t already done so, it’s a good idea. The combined Old Age and Survivors and Disability Fund is proj...

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Stock Market Update | Courter Financial Services, LLC

http://www.mackcourter.com/blog/stock-market-update

What Makes Us Different? Submitted by Courter Financial Services, LLC on February 5th, 2015. February 2015 marks the 40. Month of the bull market in U.S. stocks. What’s so special about 40 months? It’s the average length for a bull market in America since 1835. Of course, just because it’s reached the length of the average bull doesn’t mean that it has to end today. Matter of fact, of the thirty-two bull markets NONE have ended at exactly forty months. What is interesting is what has happened after forty...

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Insurance is Like a Parachute | Courter Financial Services, LLC

http://www.mackcourter.com/blog/insurance-parachute

What Makes Us Different? Insurance is Like a Parachute. Insurance is Like a Parachute. Submitted by Courter Financial Services, LLC on July 17th, 2015. Insurance, financial planning. Someday, I’d like to go skydiving. It’s one of those things on my bucket list that life just keeps pushing on to the back burner. Perhaps this is something you’ve always wanted to do too. Or perhaps the very thought of it gives you chills down your spine. So what does this have to do with insurance? But, no insurance company...

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Social Security: Will It Survive? Part 2 | Courter Financial Services, LLC

http://www.mackcourter.com/blog/social-security-will-it-survive-part-2

What Makes Us Different? Social Security: Will It Survive? Social Security: Will It Survive? Submitted by Courter Financial Services, LLC on August 7th, 2015. Retirement, Social Security. Will Social Security survive? This is a question that every sixty something year old is asking. Last week, we discussed the Social Security Board of Trustees 2015 report. Basically, either taxes need to increase 20 percent or benefits need to be reduced by 20 percent in order to shore it up for the next 75 years. We&rsq...

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Greece: What the Drama Doesn't Mean | Courter Financial Services, LLC

http://www.mackcourter.com/blog/greece-what-drama-doesnt-mean

What Makes Us Different? Greece: What the Drama Doesn't Mean. Greece: What the Drama Doesn't Mean. Submitted by Courter Financial Services, LLC on July 2nd, 2015. Greece, investing, stock market, 4th of July. As we all know, on Sunday Greeks will go to the polls to vote on whether or not they will accept more bailout money in exchange for more government spending cuts and tax increases. Greece’s Prime Minister is urging his people to vote No. The rest of Europe is urging them to vote yes. Most of Greece&...

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Traditional IRA vs. Roth | Courter Financial Services, LLC

http://www.mackcourter.com/blog/traditional-ira-vs-roth

What Makes Us Different? Traditional IRA vs. Roth. Traditional IRA vs. Roth. Submitted by Courter Financial Services, LLC on April 8th, 2015. This time of year, you may be thinking about socking some money in an IRA. But which one should you use—a Traditional, or a Roth? You get more tax savings now with the Traditional, but could the Roth be the better deal in the long term? Just as a refresher, a Traditional IRA is a tax-deferred vehicle. If you meet the income requirements, you receive a tax deduc...

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Traditional IRA vs. Roth, Part II | Courter Financial Services, LLC

http://www.mackcourter.com/blog/traditional-ira-vs-roth-part-ii

What Makes Us Different? Traditional IRA vs. Roth, Part II. Traditional IRA vs. Roth, Part II. Submitted by Courter Financial Services, LLC on April 24th, 2015. Retirement, Roth IRAs, Traditional IRAs. What’s better, a Traditional IRA or a Roth IRA? In my last article, we discussed why one is not necessarily better than the other. They just have different features. I wrapped it up with this paragraph:. The answer may surprise you. This aspect will be the topic for the next newsletter. Because he is only ...

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Home | Courter Financial Services, LLC

What Makes Us Different? We all have hopes and dreams, concerns and fears. A peaceful and secure retirement. To provide a quality education to your children or grandchildren. To make sure your family will be okay financially in the event of an untimely death or disability. To raise moneywise children and good family stewards. Whatever is important to you, you need a plan to make it happen. That’s where Courter Financial, LLC. Mack Courter, Certified Financial Planner. Find out more About Us.

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Courter Financial, LLC « Providing Strategies for Creating and Preserving Wealth

Courter Financial, LLC. Providing Strategies for Creating and Preserving Wealth. Welcome to Courter Financial, LLC. IRAs: The Old Standby. Over the next few weeks, I’m going to cover the three main vehicles for retirement saving. Today, we’re going to talk about the oldest and most popular. It’s the IRA, short for Individual Retirement Arrangement. Check out the chart below:. It’s kind of like eating your dessert before you eat your main meal. I’ve never been much of a fan of eating dessert first&#46...

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