Is it Time to Refinance Your Home Mortgage?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

      • Seek lower interest rates.  If you can get a lower rate, try and refinance your current loan. The challenge is how much is your house worth. Banks will become more and more skittish about real estate values. 

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Think You Don’t Qualify for a Roth? Think Again! 

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Roth Retirement Accounts:
 

As a financial advisor, I’ve spoken with a number of investors recently who are not funding Roth accounts. When I ask why not, they say they were under the impression that they don’t qualify. As Roth gets more attention and we hear more talk of Biden tax increases, I want to make sure everyone knows that there are more ways to fund a Roth than they think, and one may work for them. 

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Money-Saving Advice for Grads During Challenging Times

Available for Interviews: Harry Abrahamsen.

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine. 

 

Talking Points from Harry Abramhamsen on
How Graduates Can Save Money During this Challenging Time
:

Students are finally graduating and are now turning a new page in their chapter in life. Understanding various money strategies can significantly impact their financial success in the real world. It is equally important to start to save money to build up short-term liquidity. All too often people will throw all the money they have at their debt ignoring building short liquidity. The old saying that “cash is king” really applies here. Start a monthly saving habit and stick to it. Do not worry about a rate of return, because it is a short-term strategy.  This money may be needed for an emergency or to purchase a new home or condo. One of the early traps is “investing” into a risky investment so the money can grow—to potentially lose money to market volatility. 

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Should You Retire at Age 50? The Pros & Cons of Retiring Early

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview on
Retiring Early
:

Most people in the US will retire at or around age 65. For some however, that day can’t come soon enough. Retiring at age 50 has become a popular goal for ambitious savers who want to embark on a second career or embrace an adventurous lifestyle. If you’re thinking about retiring at the age of 50, review these pros and cons to consider if you’re mentally and financially prepared for the coming decades.

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3 Options to Maximize the Impact of Our Charitable Giving at This Unique Moment

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Charitable Giving and the Tax Advantages We Can Realize:
 

Charitably inclined investors would be wise to take inventory of their giving goals, tax position, and investment gains sooner rather than later because some opportunities exist right now they may want to take advantage of. Here are 3 options to maximize the impact of charitable giving:

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How to Adjust Your Retirement Planning Post-Pandemic

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Retirement Planning Post-Pandemic:

    • Forced into early retirement? What should you do? It is important to seek new employment. Example: Take a top executive in PepsiCo who lost her job. She was in her late 50s. She worked with headhunters and did a lot of daily networking. Fortunately, she landed a great job.

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3 Steps to Protecting Your Money After an IPO

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on How to Protect Your Money After an IPO:
 

If you were fortunate enough to own stock in a private company that has recently gone through an initial public offering (IPO), you’re experiencing an enormous opportunity to grow your wealth. But knowing the right moves to make in this event can be difficult. 

Here are three important steps to take when navigating an IPO to achieve an outcome that maximizes your portfolio:

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Money Secret: How to Create a Vacation Fund Right From Your IRA

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
How to Have an Annual Vacation Using a 72 (t) Distribution:

Going on vacation is great. Vacations create lifelong memories. Going on vacation every year is a dream come true. One way to create an annual vacation budget that doesn’t come out of your pocket or annual budget is to look at your IRA. Most people will say their IRA is for retirement, so how can it be used for a vacation?

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5 Valuable Money Lessons From the Pandemic

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Lessons Learned From the Pandemic:
 

The past year has been unprecedented in its specific circumstances, but this won’t be the last time we go through a volatile market cycle. Lessons that can help clients go beyond the pandemic stem from very poignant lessons learned having lived through the past year. Below are 5 valuable money lessons learned from the pandemic: 

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The 4 Most Common 401(k) Rollover Mistakes and What to Do

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview on
401(k) Rollover Mistakes and What to Do:

Rolling over a 401(k) is a task millions of American’s are faced with every year. Whether this is your first or fourth, it’s important to remember that the choices you make in this situation are irreversible so you should be confident with your plan.

These are the 4 most common mistakes investors make when rolling over their 401(k) and what you should do instead.

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