ROB THE IRA GUY FINANCIAL BLOG
At Rob the IRA Guy, we focus on a customized investment and retirement strategy to help get you retired and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. We hope you find these retirement and financial insight blogs helpful. If you would like to take it a step further and meet with one of our team members, click here to schedule your complimentary financial review.
Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were [...]
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just [...]
Rediscovering the Value of Yields in Recessions
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of [...]
3 Birthdays You Need to Know for Your Retirement Accounts
Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help [...]
5 Unique Risks for the Affluent Investor
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But [...]
3 Questions You May Have About Medicare
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most [...]