Privacy: The Last Great American Holdout

Privacy: The Last Great American Holdout

Privacy: The Last Great American Holdout By Alisha Bennett If you’re plugged into social media, no doubt you’ve been made aware of Amazon Prime’s latest “convenience” called Amazon Key. Having already given us 24/7 in-home access to such debatably intrusive gadgetry...
Insuring Your Investment

Insuring Your Investment

Insuring Your Investment By Alisha Bennett Buying property as an investment is one of the most popular reasons that clients seek out the Check Book IRA. The fact that you can even retire in a home originally purchased as an IRA investment is an exciting prospect...
NextGen: Guarding the Retirement of the Next Generation

NextGen: Guarding the Retirement of the Next Generation

NextGen: Guarding the Retirement of the Next Generation By Alisha Bennett No matter which side of the political aisle they sit on, most people know that Social Security isn’t necessarily a guarantee for the generations beyond the baby boomers. It isn’t just the...
Going Hybrid: Banking Alternatives

Going Hybrid: Banking Alternatives

Going Hybrid: Banking Alternatives By Alisha Bennett Dealing with banking issues can be frustrating. And when you have a Check Book IRA or a Solo 401(k), it can stop a deal in its tracks. Not to mention the scandals that have rocked the banking world in the last...
401(k)s: Top Myths

401(k)s: Top Myths

401(k)s: Top Myths Recently, a client was very disappointed to learn that their 401(k) was not transferable; they’d assumed because they were 100% vested that the funds could be moved. (Read more about being vested here). This is a common misconception that I’ve seen...