Tuesday, November 10, 2020
I've been honored to have been quoted in US News & World Report in an article on Value Investing. I hope you enjoy the read. https://money.usnews.com/financial-advisors/articles/why-value-investors-need-be-quality-investors-too
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Greetings, In my attempts to keep you informed about new things to help with your financial planning, I have been made aware that there is new legislation that is being proposed entitled the Securing a Strong Retirement Act of 2020 -...
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During this pandemic time, I'm reminded about how much fear there is in the world. Fear of missing out (FOMO), fear of losing money, fear of catching a contagious virus, and fear of losing a job. When I think of fear, I think of...
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Wednesday, May 29, 2019
As we achieve different ages, there are opportunities to plan our finances based on legislated laws. Be aware of the following ages and what to do for each attained age: Age 50 - this is the age at which you can start to make catch-up...
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Tuesday, December 18, 2018
In many 401ks and other forms or retirement accounts, there is a little known provision that will allow you to roll money out of your 401k into your own IRA while you are still working. You do have to be 59 1/2 years old to do so...
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Wednesday, December 12, 2018
During this pandemic time, I'm reminded about how much fear there is in the world. Fear of missing out (FOMO), fear of losing money, fear of catching a contagious virus, and fear of losing a job. When I think of fear, I think of...
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Saturday, June 30, 2018
It’s easy to understand why people want to be more conservative with their investments as they move closer to their retirement, however, what they need to do is more important than what they want to do with their financial assets...
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Saturday, March 17, 2018
Estate planning is an important part of a family’s overall financial plan. Grandparents and parents want to do well for themselves, however, they may be torn as to how the next generation may handle the wealth they want to pass...
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Friday, January 26, 2018
My dad died at age 75 when I was age 30. He was an older dad and I was his last son and child. I think of my dad a lot and have grown to appreciate him and his character more as I get older. Why? I am my dad’s son and I feel like...
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Saturday, July 15, 2017
I have the best profession in the world that provides the opportunity to work with successful people. It is an honor because, not only do I get know them and work with them, I get to learn from them. One objective way the world...
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Friday, June 30, 2017
When I advise my clients about their retirement, I can’t just focus on asking them “how much are you saving”? or “do you think you are conservative or aggressive”? These are questions to be addressed,...
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Friday, June 9, 2017
As young people, we grabbed tigers by the tail and we held the whole world in our hands. It seemed that everything came easily and the sky was the limit. Then, in the blink of an eye, many are faced with the fact that retirement is 20...
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Saturday, April 22, 2017
My roots in the financial services industry started in 1987 when I began working at Fidelity Investments. Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual...
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Saturday, April 8, 2017
It seems that most people love to attend events that spawn intense rivalries or fierce competition or both. I think of rivalries like the Boston Red Sox and Cincinnati Reds in the 1975 World Series, arguably, the best World Series ever...
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Saturday, March 18, 2017
Small businesses have a big disadvantage to larger businesses in terms of taking full advantage of the tax savings opportunities they could be taking. The following is a list of some major tax savings and incentives that can make a big...
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Thursday, March 9, 2017
There are many sayings about fear and the affects it can have on decisions we make. One says, "there is nothing to fear but fear itself", attributed to Sir Frances Bacon, and used by presidents Franklin D. Roosevelt, and John F....
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Saturday, February 11, 2017
SAFE IS NOT ALWAYS SAFE. What do I mean by that? Safe is safe in the very short term, however, as time stretches on, safe becomes unsafe because of a couple of things, 1) inflation, and 2) opportunity cost. Let's start with opportunity...
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Hello Friends, Happy new year all, here we are in 2017! A new year and a brand new look for the www.snowfinancialgroup.com website has arrived. Please visit my new website and explore the treasure trove of creative and informative...
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