Friday, June 27, 2014

My Money Tips Of The Week (6/23-6/27)

1.) Many annuities contain surrender fees if you try to get out of the contract during the first few years. Make sure you know these fees!

2.) How your Financial Advisor is paid can have a big impact on the quality of the advice you receive.

3.) Allocating less tax efficient asset classes like REITs and taxable bonds to your IRA's can improve your after-tax returns.

4.) Each year that you postpone Social Security past your full retirement age, you get about an 8% increase until age 70.

5.) Using dividends and new money are a great ways to re-balance your portfolio!

For more money tips and to learn how Fee-Only Financial Planning can help you visit

1 comment:

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