Author Archives: Matt Nelson

  1. CD Buyer’s Guide to Safe or Safer Alternatives

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    Do you have money in CDs?  Have you used CDs over the years to protect your money?  If you answered 'YES', then you will want to keep reading.  As you already know, CD rates over the years have gone into the gutter.  It has been almost ten years since CDs were a viable option for your money.  I know that many of you have held on in hopes that rates will come back.  Unfortunately, if you have…Read More

  2. Four Investment Myths That Could Affect You During Retirement

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    With so many different methodologies and investment philosophies out there today, it is important to sort out the good advice from the bad.  Many investors might experience "decision paralysis" when presented with all of the different options they have available to them.  Do you hire a broker or a financial planner?  Commission-based or fee-based?  Should you have your money in the stock marke…Read More

  3. Underestimating What You Need In Retirement

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    As thousands of baby boomers rush into the retirement system each and every day, the easy retirement income planning in Dallas you hoped for can be a tough task.  After all, people have worked a lifetime in most cases to accumulate what they have, and never before now have they had to attempt to develop a plan that will help them spend some of their savings. Need help with finding a retirement st…Read More

  4. What To Know About Your Social Security Benefits

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    One of the most common areas of concern that pre-retirees and retirees have surrounds the Social Security benefits.  Most understand that they are entitled to some sort of benefit and they are estimating that based on years of receiving a 'Statement of Benefits' from the Social Security Administration.  However, the program is much more complex than that. If you need financial planning help rega…Read More

  5. Can You Retire Early?

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    Many people across the nation are considering whether or not they can afford to retire early.  Most people tend to focus on the big picture when considering whether or not retirement is an option, when in reality it's all of the small risks that they need to make sure they have a handle on.  Having a lot of money saved for retirement in IRA's, 401(k)'s and other savings accounts is all fine and …Read More

  6. Comparing Wall Street To Casinos Isn’t Fair – To The Casinos

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    "Sounds like you guys are a couple of bookies." - Eddie Murphy, from the movie Trading Places, after being educated about Wall Street commodities trading. There are tons of comparisons from all walks of life discussing how Wall Street is 'just like a casino' because you can lose your money just as fast as you win it.  If I was a casino owner, I would be FUMING MAD at this comparison because I …Read More