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Beneficiary Mistakes Can Cost a Fortune

Beneficiary Mistakes Can Cost a Fortune

by Ryan Shumaker, The Retirement Team | Jan 13, 2023 | Blog

Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily true, and it’s a big mistake to make this assumption. A last will and...
Top 10 Reasons Not to Plan for Retirement

Top 10 Reasons Not to Plan for Retirement

by Ryan Shumaker, The Retirement Team | Aug 16, 2022 | Blog

You probably read or hear about some “Top Ten” list nearly every day, but take a moment to read this one. This list is different, and probably not the kind of list you’d expect a financial advisor to write. Reason #10: “It’s too expensive” Being penny wise and dollar...
Given What’s Happening in the World, is it Time to Sell?

Given What’s Happening in the World, is it Time to Sell?

by Ryan Shumaker, The Retirement Team | Apr 15, 2022 | Blog

There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
Don’t Play Politics With Your Portfolio

Don’t Play Politics With Your Portfolio

by Ryan Shumaker, The Retirement Team | Dec 1, 2020 | Blog

Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when it comes to your investments? Either way, you shouldn’t play politics with your portfolio. Why? Because investing when only a specific political party is...

Recent Posts

  • Beneficiary Mistakes Can Cost a Fortune
  • Why You Shouldn’t Listen to Those on Wall Street
  • If the Average Investor is Losing, Who is Winning?
  • Top 10 Reasons Not to Plan for Retirement
  • Should You Take a Pension Buyout?

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