Retirement Planning
FINRA Warns Investors About REITS
Chasing yield can be a dangerous game for investors. FINRA recently warned investors about REIT securities which may be largely illiquid and very confusing investments for retirees. 
Long Term Care Insurance
Long term care is an insurance product designed to help cover costs for those who need long term health and medical care.
Living With Investment Portfolio Volatility
Volatility can be scary, frustrating, and nerve-wracking to say the least. It can lead to fear, and fear is a very dominant emotion. But making financial and investment decisions based on fear can be disastrous to your financial health.
Retirement Architect Program Outline
REDROCK WEALTH MANAGEMENT’s Retirement Architect Program outline is a sample of the process we go through with clients to help them gauge and plan their retirement finances.
Data Gathering for Budget
A personal budget gathering form which includes family and insurance expenses, taxes, income, and home and vehicle expenses.
Data Gathering (Retired) – Short
Short version data gathering forms which include retirement goals, your living expenses at retirement, and miscellaneous personal information.
RetireWire Special Report – August 2011
This RetireWire Special Report went out to all clients of REDROCK WEALTH MANAGEMENT clients the second week of August, 2011 in light of massive market volatility and global financial concern. The Special Report puts the news headlines in perspective, and attempts to calm frayed investor nerves.
What you can spend vs. what rate of return?
What’s more important to you – your rate of investment return or what you can spend? At the end of the day rat of return is arbitrary, the real issue is what you can afford to spend throughout retirement.
Individual 401k Contributions and Rules
Individual 401k plans can be a great retirement planning tool for self employed individuals.
ROTH IRA – Quick Explanation of Rules & Benefits
ROTH IRA rules and benefits, a quick synopsis.
