Best Option Trading Strategy for a Portfolio Paycheck

There’s an option trading strategy that’s practically a hidden reservoir of monthly income generation lying in your own investment portfolio’s proverbial ‘backyard.’ Becoming aware of this strategy and learning how to use it empowers you to start generating real income from your portfolio, quickly. While you may not have known about this great opportunity to put your portfolio to work, increasing …

How to Generate STEADY INCOME in SHAKY MARKETS (Part 2)

by Anthony Obey It came without a revolution. It came without as much as a whisper. It came as discretely as the wind comes – you know something’s happening but you never saw it coming with your naked eyes. What am I talking about? That day in 1974 when Congress passed the Employee Retirement Income Security Act, better known as …

How to Generate STEADY INCOME in SHAKY MARKETS

by Anthony Obey The ultimate goal of most retirees’ investing efforts is, simply, INCOME REPLACEMENT; so that when you no longer can – or want to – work, you can sustain your lifestyle for as long as you live. You also want to prosper well enough to have the means to really enjoy your Golden Years of life, invest more time …

Skyrocket Long-term Portfolio Performance With One Quick Fix

Perspective just may be the single greatest indicator of success or failure in any pursuit. When it comes to investing for retirement, many people define wealth in terms of having a net worth of “X million dollars”. Most people spend a lifetime working hard, in pursuit of the million dollar nest egg goal for retirement. However, while many still hold …

Breathe New Life into Your Old 401(k)

5 Steps to Breathe New Life into Your Old 401(k) Leaving a job is stressful and emotional. Still, it’s critically important for you to remember to claim all your benefits and assets before you say goodbye. Most people don’t realize the choices they have with their ‘old 401(k)’ because it’s with a previous employer. But the truth of the matter …

Top 5 Retirement Investment Mistakes To Avoid

By: Jesse Anderson In my daily interactions with clients and potential clients, I get to hear the horror stories from their investment past.  Hopefully, you haven’t made these same mistakes.  Here are the Top 5 mistakes I regularly hear from investors ready to retire.  Trying to Time the Market We’ve all heard “Buy Low and Sell High.” In theory, that sounds …

How Do You Define Wealth?

When you check your retirement account statements, what is the first thing you look at? Is it your current account value? If so, is that number how you currently define your wealth? Many of us will think about our wealth as the number at the top of our statement. However,  this is a “paper” number that fluctuates daily, unless you’re saving or investing for …

Want to Get More Out of Your Portfolio?

  By: Shelley Seagler If you’re like me, this winter weather has you dreaming of sunny days.  Well – I can’t make the weather better, but I do have good news! The Snider Investment Method online course is almost finished. If you’re ready to learn how to create income from your retirement portfolio, our team has something exciting to share …

Questions and Answers about Required Minimum Distributions (RMD)

The Internal Revenue Service (IRS) requires that all people who have some form of retirement savings (except for Roth retirement accounts) take an annual Required Minimum Distribution (RMD) starting in the year that you reach age 70 ½. The RMD is just that: a Required Minimum Distribution, not the maximum distribution. The IRS believes that at that age and beyond …

Investing is Not the Same Thing as Saving

A mistake far too many people make is to invest money they should be saving and save money that they should be investing. In our continuation of the discussion of Snider Advisors’ Guiding Principles, we will examine the principle that investing is not the same thing as saving. While saving and investing are certainly interrelated, they are also independent processes …