Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos.
1. Passive vs. active investing, unrealized vs. realized (recognized) gains, and producing ‘controlled' income.
2. ‘Phantom' capital gains.
3. Gen X will be the first generation to live off of a retirement plan without a pension from a company.
4. Mutual funds lose their 2008 carry forward losses at the end of this year. What's this mean for you?
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
