IRA

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

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO of 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. He is also the author of the forthcoming book, Money Rule$: It’s Not What You Make, It’s What You Keep.

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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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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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The 4% Rule & Retirement: Does It Still Apply?

Available for Interviews: Chris Janeway

Chris Janeway is Founder & CEO Fourth Point Wealth and coaches investors throughout southern CA. He is also a national speaker, financial coach and an advocate for financial literacy.

What Chris Janeway can say in an interview about
The 4% Rule & Retirement:

- We’ve long heard the 4% rule for distributing your assets in retirement. Does the rule, first popularized in the 1970s still apply?

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7 Essential Pointers on Preparing for Retirement

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 clients’ 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 on
Preparing for Retirement:

1. Have a game plan in place. Where do you want to live? Do you want to move and downsize? Do you have grandchildren you want to be close to?

2. Have a written retirement plan. It is essential for a person to have a written retirement income plan, not just an investment plan. Most people have money saved up, but they lack an actual written plan to determine where and what their retirement income will look like.

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Secrets About Money That Can Change Your Life

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:

Financial missteps to avoid:

Do not roll a previous employer’s 401 (k) into a new employers 401 (k) plan
Consider investing your previous employer’s 401 (k) into a fixed indexed annuity with no fees, this way your money is invested with uncapped upside growth potential and zero risk for market volatility.

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Stop Treating Your Finances Like a Junk Drawer in 2022

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 clients’ wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

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Money Tips for 2022:

- Doing a seasonal health & wellness checkup of your financial holdings and preparing for the future is a great idea.
- 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policies, Wills and legal documents, auto, and home insurance policies are scattered all over the place.

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5 Financial Things to Do Now That You Won’t Regret

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:

By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

What Harry Abramhamsen can say in an interview about
Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever. But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation. Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life. Money erodes over time in the form of:

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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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5 Shortcuts to a Successful Financial Future

Available for Interviews: Don Garman

What Don Garman can say in an interview:

1. Maximize your retirement plan contributions. Investors looking to set themselves up for a rewarding retirement are wise to maximize the use of tax-advantaged savings vehicles. For 2021 the IRS will let you contribute $19,500 to a 401(k) plan, $6,000 to an IRA, and an additional $1,000 to an IRA if you are over the age of 50. If you can’t contribute the max, find out what your employer’s match is and contribute at least that amount, to take advantage of the “free money.”

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