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The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Randy Bliss, CERTIFIED FINANCIAL PLANNER™ is available for meetings at both of our Northeast Ohio locations:. Preparin...

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The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Randy Bliss, CERTIFIED FINANCIAL PLANNER™ is available for meetings at both of our Northeast Ohio locations:. Preparin...

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Home | Randy Bliss, CFP® | randybliss.com Reviews

https://randybliss.com

The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Randy Bliss, CERTIFIED FINANCIAL PLANNER™ is available for meetings at both of our Northeast Ohio locations:. Preparin...

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randybliss.com

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Resources | Randy Bliss, CFP®

http://www.randybliss.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Please be advised that presently Randall L. Bliss holds Seri...

2

Tax Resources | Randy Bliss, CFP®

http://www.randybliss.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Please be advised that presently Randall L. Bliss holds Series 4, 7, 24, 53, and 66 licens...

3

Should You Borrow from Your 401(k)? | Randy Bliss, CFP®

http://www.randybliss.com/resource-center/retirement/should-you-borrow-from-your-401k

Should You Borrow from Your 401(k)? The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the average credit card annual percentage rate sitting at 14.9%, it represents an expensive way to fund spending.². Which leads many individuals to ask, “Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? Borrowing from Your 401(k). Disadvantages of 401(k) Loans. Opportunity Cost—The money you borrow will not benefit from th...

4

What Is a Stretch IRA? | Randy Bliss, CFP®

http://www.randybliss.com/resource-center/retirement/what-is-a-stretch-ira

What Is a Stretch IRA? What’s in a Name? If you fail to name a beneficiary on your IRA, it may be much more difficult for your beneficiaries to ‘stretch’ the inherited IRA over their lifetimes. The Investment Company Institute reports that there is roughly $7.4 trillion in Individual Retirement Accounts (IRA). To help put that in perspective, that’s well over one-third the annual gross domestic product of the U.S. 250,000 ÷ 14.8 = $16,891.89. This gives the money in the inherited IRA a longer time to rem...

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Home | Randy Bliss, CFP®

The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Randy Bliss, CERTIFIED FINANCIAL PLANNER™ is available for meetings at both of our Northeast Ohio locations:. Preparin...

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