Guard Your Future

Guard Your Future

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Guard Your Future By Peter Rizzo Last week I was reading this article about Kevin Garnett, one of the all-time great basketball players, and his lawsuit against some former advisers over the alleged $77 million fraud. I am not going to be judge and jury and decide who...
Stocks and UDFI (Unrelated Debt Financed Income)

Stocks and UDFI (Unrelated Debt Financed Income)

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Stocks and UDFI (Unrelated Debt Financed Income) By Alisha Bennett Recently, we’ve had a few questions about Unrelated Debt Financed Income (UDFI) and how it might apply to investments in the Check Book IRA structure. Oh yes, UDFI, that four letter “word” that can...
A Retirement Tool Box

A Retirement Tool Box

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A Retirement Guardian Tool Box By Steve Sheppherd Digging a ditch without the right tools is doubly hard. Guiding, growing and guarding your retirement without the right tools is hard as well. From time to time, The Shield will feature a “tool” to help you on your...
A Birthday “Present” You Don’t Want

A Birthday “Present” You Don’t Want

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A Birthday “Present” You Don’t Want By Steve Sheppherd The IRS has a birthday present for you; if you forget your age……A 50% penalty for not taking a Required Minimum Distribution once you reach age 72. That’s right, 50% penalty for NOT taking money from...
How to Control Your Own Financial Destiny

How to Control Your Own Financial Destiny

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How to Control Your Own Financial Destiny By Peter Rizzo Every day, there are articles and infomercials encouraging people to prepare for the future; maybe not to necessarily retire but be prepared for their second act. Some have the choice to do what they want and...