6 Hidden Benefits of Roth IRAs

6 Hidden Benefits of Roth IRAs

While every investment account is different in their own way, few offer as many benefits and flexibility as the Roth IRA. The main benefit most people know about is the tax-free growth. You can receive an unlimited amount of dividends, interest and realized capital...

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Risk When Investing

Risk When Investing

Risk and reward are usually closely correlated. There’s no such thing as an investment with consistently high returns and no risk. For example, the average annual return of U.S. stocks is 10.4% since 1926*. If that was the only information you had, you would buy...

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2021: Charts of the Year

2021: Charts of the Year

Here are the charts and themes that sum up 2021… All-Time HighsThe S&P 500 finished up 28.7% on the year, hitting 70 all-time closing highs, the second most of any year in history (only 1995 had more). Minimal VolatilityThe S&P 500 achieved these gains with...

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Top 5 blog posts of 2021

5 Tips to Become a 401(k) Millionaire What Does It Take to Be in the Top 10%? 4% Withdrawal Rule: Under Scrutiny Social Security Guide Reddit and Robinhood Mania Thanks again and hopefully you’ll have a great week to end 2021! We’ll see you soon.  Phil  Phil Guerrero,...

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Merry Christmas and Happy Holidays Everyone!!!

On behalf of Terry, George, and myself we wanted to say thanks again for your continued trust this year and we wish your family a fun and safe Christmas!!! 2021 has been another crazy year, but one that financially has been good for clients and generally people who...

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10 Commandments of Creating Wealth

10 Commandments of Creating Wealth

Building wealth is an ongoing process. It doesn’t happen overnight; instead it takes discipline and patience over a long period of time. Here are ten principles that can help you become wealthy.  1. Start Saving Early  The best time to get invested was yesterday, the...

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Benefits of Tax Loss Harvesting

Benefits of Tax Loss Harvesting

Even with the market near all-time highs, not every investment will be a winner. If you own a diversified portfolio, you may have some losers. Fortunately, you may be able to use this loss to lower your tax liability or potentially offset some of your gains. This...

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Should You Be Worried About Inflation?

Should You Be Worried About Inflation?

Prices for U.S. consumer goods jumped 6.2% in October compared with a year earlier. This is the highest inflation has been since 1990. While this sudden jump may be concerning, the inflation from October 2019 to October 2020 was just 1.2%, so the two-year inflation...

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5 Tips to Become a 401(k) Millionaire

5 Tips to Become a 401(k) Millionaire

If you’ve been putting away money for retirement, you have likely noticed your accounts are near all-time highs.  The average 401(k) balance now stands at $123,900. The number of 401(k) accounts with balances of at least $1 million is 412,000*. How do you become a...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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