Tag Archives | NYC Financial Advisor

The Debt Ceiling – What will happen? How will it affect your portfolio?

The great debate in Washington these days is whether to raise the debt ceiling or not.  Not raising the debt ceiling is the worst option available.  There are many individuals in the financial community that believe eliminating the debt ceiling all together is the best option, even some of the credit agencies believe this as [...]

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Invest Wisely, retirement years, working years, peak income years

Sage Retirement Tip 3 – Invest wisely

Sage tip #3 – Invest wisely; taking too much risk or too little risk puts your retirement at risk. When investing your hard earn assets, it is important to understand where you are on life’s timeline. If you have 40 years before you retire it is important to fund your retirement now with high quality [...]

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Retirement, IRA, Roth IRA advice from NYC financial advisor

Start Planning Early – Sage Retirement Tips Series

For most Americans, retirement is an event that takes careful planning. In the 1970s and 1980s the thought of working until 70 years of age was unheard of. Once a person met the minimum requirements for Social Security, they retired with whatever they were able to save, their pension and added their Social Security benefit [...]

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