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Category: Investment Management

Stop Contributing To Your 401k

Stop Contributing To Your 401k

In Episode 25 of our podcast, we tackle pressing issues in retirement planning, focusing on the potential tax pitfalls of 401k accounts and the broader...
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When Your Retirement Plan Falls Short

In this episode of “Retirement for Life,” we dive deep into the multifaceted world of retirement planning, weaving together real-life stories, financial strategies, and even...
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AIM Process Diagram Visual

Discover the AIM Retirement System Part 2

Are you curious about how to secure a stable retirement income and reduce your stock market dependence? In our latest podcast episode, we delve into...
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AIM Value Diagram Visual

Discover the AIM Retirement System Part 1

Ever wondered how you can secure a comfortable and confident retirement? Our latest podcast episode dives deep into the AIM Retirement System’s unique and comprehensive...
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One Mistake a Retiree Made That Cost Him $100,000

Investors are often driven by emotions, and numerous studies highlight how our human nature can lead to poor investment decisions and pitfalls. Behavioral finance research...
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Roth IRA Conversions – The New Normal for Today’s Financial Planning

How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the financial industry largely ignores the most...
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