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I Just Need A Quick, Easy Answer…. October 10, 2013. 8230;the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as should I pay off my home mortgage, gift to my grandchildren, invest in the stock market or defer my compensation into my company’s plan. By all rights, each question can be answered “yes” or “no” and the world could continue to turn. Written by Ali Nasser and Geordie Hrdlicka. Emerging...

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I Just Need A Quick, Easy Answer…. October 10, 2013. 8230;the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as should I pay off my home mortgage, gift to my grandchildren, invest in the stock market or defer my compensation into my company’s plan. By all rights, each question can be answered “yes” or “no” and the world could continue to turn. Written by Ali Nasser and Geordie Hrdlicka. Emerging...

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I Just Need A Quick, Easy Answer…. October 10, 2013. 8230;the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as should I pay off my home mortgage, gift to my grandchildren, invest in the stock market or defer my compensation into my company’s plan. By all rights, each question can be answered “yes” or “no” and the world could continue to turn. Written by Ali Nasser and Geordie Hrdlicka. Emerging...

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CommentaryArchive for July 2013

http://commentary.altruistawealth.com/2013/07

You are browsing the site archives by date. Should you Sell Your Life Insurance Policy? July 5, 2013. 2013 brought several changes to the tax law. One of the most notable was maintaining the temporary estate tax exemption of $5,000,000 per person. The new law means you can leave up to $5,000,000 (indexed for inflation) to your heirs [.]. Send me a message.

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CommentaryHome: Page 2

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To Retire or not to Retire, That is the Question…. October 26, 2012. In preparation for retirement, there are a variety of aspects that you must consider:. Will your assets provide sufficient income for life? When should you take Social Security? What insurance program makes sense during retirement? How will you pay for medical costs? Is your estate plan in order? How should you withdraw money to mitigate your taxes? Written by Ali Nasser and Geordie Hrdlicka. September 21, 2012. If so, you might be losi...

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CommentaryArchive for August 2013

http://commentary.altruistawealth.com/2013/08

You are browsing the site archives by date. Why is My Portfolio Not Beating the S&P 500 This Year? August 6, 2013. Since the market crash of 2008, stocks and bonds have rebounded tremendously. Most portfolios that held both U.S and International investments performed well as appreciation was easy to find. However, 2013 tells a different story. The S&P 500 (index of [.]. Send me a message.

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CommentaryPlanning for Adventure

http://commentary.altruistawealth.com/buzz-magazine-articles/planning-for-adventure

February 8, 2013. That is the common misconception of those who have never created a financial plan. In reality, planning creates more freedom and spontaneity. A financial plan typically encompasses several key areas: Current Financial Condition; Cash Flow Planning and Management; Investment and Insurance Planning; College Funding; Retirement Planning; and Income and Estate Tax Planning. Written by Ali Nasser and Geordie Hrdlicka. Financial planning offered through Altruista LLC/Verde Wealth Group LLC&#4...

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CommentaryThe Serial Investor

http://commentary.altruistawealth.com/buzz-magazine-articles/the-serial-investor

March 8, 2013. We have all met people that love to spend, and in some cases, may even have an addiction to spending. But what about the serial investor, the individual who cannot say no to investing all of their cash into a business, new venture or investment opportunity? As you grow older, you may want to re-evaluate your appetite toward risk. It is important to ask a few questions to determine your personal balance:. Can I afford to lose it all? Do I have enough time to rebuild? Financial planning offe...

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I Just Need A Quick, Easy Answer…. October 10, 2013. 8230;the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as should I pay off my home mortgage, gift to my grandchildren, invest in the stock market or defer my compensation into my company’s plan. By all rights, each question can be answered “yes” or “no” and the world could continue to turn. Written by Ali Nasser and Geordie Hrdlicka. Emerging...

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