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One of the most common complaints against millionaires and billionaires is that they pay too little in taxes. But that made us wonder: are millionaires different from billionaires? Is it fair to lump both into the same category? Find out in this segment of 4 Your Money.
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In this episode of 4 Your Money, Bruce Helmer shares his top four rules for investing after retirement. Rule #1: Don’t get caught up in the news cycle or market noise. Rule #2: Be clear-eyed about your expenses. Rule #3: Hold a significant cash reserve. Rule #4: Stick to your plan.
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Your Biggest Expense in Retirement (Taxes)
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Many people are unprepared to deal with daunting financial challenges that come from being suddenly single. Find out how you can be a little more prepared in this segment with Bruce Helmer.
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The cost of college has been rising well above the rate of inflation for more than a decade, but there are some signs that annual increases are moderating, according to the CollegeBoard.
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Why Is Sticking To A Budget So Hard?
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The Case For Stocks
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One of the perplexing things in our business is that only about four in 10 Americans choose to work with a financial advisor, even when doing so has been shown by multiple academic and industry studies to produce better outcomes for investors. Why don’t more people use an advisor?
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MINNEAPOLIS, April 28, 2022 /PRNewswire/ — Wealth Enhancement Group (“WEG”), an independent wealth management firm overseeing more than $54 billion in client assets, today announced that Jill Cress, Chief Marketing and Experience Officer for H&R Block Inc., has joined its Board of Directors.
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The investment world is always changing, and the things you did in the past to be successful as an investor may not always work. Bruce Helmer discusses why it’s important to have diversification within account portfolios.
