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Sequence of Returns Risk

September 29, 2021 by Robert Seal

When buying a home, you probably know a lot of the potential risks such as the risk your home will go down in value over time or the risk that your home will require a lot of maintenance after purchase.  In the same way, knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is […]

Filed Under: Financial Markets, Investment Management, Markets, Retirement, Risk Management, Stocks, Taxes, Wealth Management

What Are Stock Splits?

August 18, 2020 by Nick 44 Comments

Stock SplitWhat Are Stock Splits?Here’s what you need to know. Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. Remember, any companies mentioned are for illustrative purposes only. It should not be considered a solicitation [...]

Filed Under: 401k, 401k Plans, Retirement, Taxes, Wealth Management

Small Business Retirement Plans

June 22, 2020 by Nick 38 Comments

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How do you pick the most appropriate retirement plan for your business as well as your employees? As a small-business owner, figuring out retirement choices can be a little intimidating.The SECURE Act and CARES Act may complicate the decision. There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read […]

Filed Under: 401k, 401k Plans, Retirement, Taxes, Wealth Management

The Backdoor Roth IRA

May 23, 2018 by The Goff Financial Group

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Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in retirement. The Backdoor Roth IRA, a move that high earners can make in […]

Filed Under: 401k, 401k Plans, Investing, Investment Management, Portfolio Management, Roth IRA, Roth IRA Conversion, Taxes, Wealth Management Tagged With: Backdoor Roth IRA, Retirement

Bundle Up? Not When It Comes To Financial Services

June 3, 2016 by Matthew Goff 27 Comments

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For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been “bundling services” like television, Internet and phone together for a single rate. However, in this system, many customers are paying for TV channels that they never watch or for a landline that they rarely use. With the increased popularity of “cutting the cord” to cable and satellite TV in order to watch TV series and films on Over-The-Top (OTT) content devices, there have been calls, even from Washington, for a “pay for what you watch” or “a la carte” approach.  Continue Reading …

Filed Under: 401k, 401k Plans, Annuities, Bonds, Debt Management, Fiduciary, Financial Advisor, Investing, Investment Management, Mutual Funds, Portfolio Management, Registered Investment Advisor, Retirement, RIA, Stock Broker, Stocks, Taxes, Uncategorized, Wealth Management Tagged With: CFP, choosing experts, CPA, estate planning, financial planning, financial services, investment advisor

What should I do with my stock options?

June 10, 2015 by Matthew Goff 339 Comments

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If you’re holding stock options from your employer, our Employee Stock Options Strategy will help you answer these questions: Should I exercise my options now or risk holding out for a higher price in the future? What are the tax consequences of exercising my options? How do my company stock options impact my overall portfolio? […]

Filed Under: Employee Stock Options, Options, Options Strategy, Stock Options, Taxes

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