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Posts Tagged ‘Retirement’

2 Ways to Allocate Assets

The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty. Whichever method you favor, diversification is still the way to go. Both asset allocation methods developed from the landmark studies by Gary…

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Retirement Prosperity Group hosts Holiday Client Mixer

We had such a great time this past week at our Holiday Client Mixer! So many clients came out and got to meet each other while enjoying great food and music! Our Estate Planning Attorney, Healthcare Agency and CPA were all in attendance chatting with clients about any questions or issues they wanted to discuss. As…

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What is a Transfer on Death Designation?

Over the last few months, an increasing number of clients have been asking about transfer-on-death (TOD) designations and how it fits into their estate plan. TOD designations are quite common in the financial industry. They operate very similarly to a beneficiary designation on life insurance or a retirement account. After the TOD designation is completed and…

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Retirement Doesn’t Have to be an All-or-Nothing Proposition

The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire in phases, or even intermittently,…

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Investing for the Long Term

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

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The William Penn Inn October 24th

Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner Seminars to learn about your…

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The Bay Pony Inn October 12th

Retirement, retirement planning, 401(k), annuities, income for life, tax free, social security maximization, tax free retirement, lisa barram, daniel barram, prosperity, long term care, ltc, ed slott

Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!

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Welcome Our New Estate Planning Attorney!

We are excited to announce that we have an addition to the Retirement Prosperity Group family!   Welcome, Guy F. Matthews, Esquire as our new Estate Planning Attorney: At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to…

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RPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers

Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato, founder of Quaker Wealth Management…

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