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What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull
By MoneyRadio Staff / January 4, 2020

What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley
By MoneyRadio Staff / December 25, 2019

Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta
By MoneyRadio Staff / December 24, 2019

Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo
By MoneyRadio Staff / December 23, 2019

Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Clients might not own all of the money in their 401(k) By Paola Peralta
By MoneyRadio Staff / December 5, 2019

Clients might not own all of the money in their 401(k) By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession  Julia La Roche
By MoneyRadio Staff / December 3, 2019

Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession Julia La Roche

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott
By MoneyRadio Staff / November 27, 2019

The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Ken Fisher has a side bet on a risky corner of Wall Street
By MoneyRadio Staff / November 11, 2019

Ken Fisher has a side bet on a risky corner of Wall Street

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger
By MoneyRadio Staff / November 9, 2019

Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft
By MoneyRadio Staff / October 30, 2019

AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Financial Review – Eat the Bankers.com A recap of the business weekday’s market numbers and news that affects them.

  • Greg McBride – Bankrate.com
    by Sinclair Noe on June 21, 2019 at 8:12 pm

    Greg McBride, CFA, Chief Financial Analyst with Bankrate.com talks about the Fed FOMC meeting and interest rate […]

  • Mark Hamrick
    by Sinclair Noe on June 3, 2019 at 8:09 pm

    A cinversation with Mark Hamrick, Senior Financial Analyst and Washington Bureau Chief for www.Bankrate.com The post […]

  • Chris Rodgers
    by Sinclair Noe on May 31, 2019 at 12:17 am

    Leading SEO specialist with ColoradoSEOPros.com talks with us about White Hat SEO compared to Black Hat SEO. The post […]

  • Paul Claudius
    by Sinclair Noe on May 29, 2019 at 7:39 pm

    CEO and founder of Blockstate.com. We discuss tokenization of of assets and crypto. The post Paul Claudius appeared […]

  • Dale Rogers
    by Sinclair Noe on May 17, 2019 at 10:03 pm

    Dr. Dale Rogers is a professor of logistics and supply chain management at the W. P. Carey School of Business at […]

clark.com Advice You Can Trust. Money in Your Pocket

  • New Coronavirus Testing Rules for Travel to the U.S. Start Soon
    by Clara Bosonetto on January 16, 2021 at 3:00 pm

    The Centers for Disease Control and Prevention (CDC) has issued an order that will soon affect all air passengers entering the United States. They must provide digital or written proof of a negative COVID-19 test taken no more than three days before their flights. Airlines will deny boarding to those failing to comply. And those The post New Coronavirus Testing Rules for Travel to the U.S. Start Soon appeared first on Clark Howard.

  • 1.15.21 Why some borrowers are missing out on student loan forgiveness; Clark Stinks
    on January 15, 2021 at 8:00 pm

    Some borrowers aren’t getting their student loans forgiven by the federal government because of confusing requirements. That is not ok. Clark talks about what the government should do to improve the process for borrowers and help them get their loans forgiven in a straightforward way. Christa and Joel share the Clark Stinks posted on the The post 1.15.21 Why some borrowers are missing out on student loan forgiveness; Clark Stinks appeared first on Clark Howard.

  • When Are Taxes Due? Important Tax Dates in 2021
    by Clark.com Staff on January 15, 2021 at 7:46 pm

    Mark your calendars: The Internal Revenue Service (IRS) has announced it will begin accepting and processing tax returns on February 12, 2021. IRS Tax Dates for 2021 If you’re thinking that February sounds a little later than usual, you’re right. Last year, tax season started on January 27, 2020. The Internal Revenue Service says the The post When Are Taxes Due? Important Tax Dates in 2021 appeared first on Clark Howard.

  • Select Amex Cardholders Can Claim Free Peacock Premium Offer from NBC
    by Nick Cole on January 15, 2021 at 7:17 pm

    NBC boldly entered the competitive on-demand streaming market with Peacock in 2020. And now American Express is offering many of its customers the chance to kick the tires on the platform’s premium subscription in 2021. American Express Will Cover the Cost of Peacock Premium for 3 Months If you have an American Express credit card The post Select Amex Cardholders Can Claim Free Peacock Premium Offer from NBC appeared first on Clark Howard.

  • Car Insurance Is Getting More Expensive in These 5 States
    by Craig Johnson on January 15, 2021 at 3:00 pm

    Like many Americans, you may not be driving as much as you did in the past because of the COVID-19 pandemic. But less time behind the wheel doesn’t necessarily translate into cheaper car insurance. Overall, car insurance prices in the United States are down from last year according to a recent report from personal finance The post Car Insurance Is Getting More Expensive in These 5 States appeared first on Clark Howard.

  • 1.14.21 The jobs recovery has stalled out; Clark’s take on Bitcoin’s volatile ride
    on January 14, 2021 at 8:00 pm

    The newest jobs report was not looking very good as unemployment levels rose in December. Clark talks about how to navigate employment in the current economy. Also, the folks at Clark.com have updated the work from home guide which can help you find solid employers offering remote employment. Clark is not a fan of Bitcoin. The post 1.14.21 The jobs recovery has stalled out; Clark’s take on Bitcoin’s volatile ride appeared first on Clark Howard.

  • 4 Free Alternatives to Microsoft Office
    by Shelly Lott on January 14, 2021 at 3:00 pm

    Why pay for something when you can get it for free? Microsoft Office is a popular office program, but it comes with a large price tag. Microsoft Office 365 for the home user can cost anywhere from $70 to $120 a year. Free Office Alternatives There are many free programs available that offer functions similar The post 4 Free Alternatives to Microsoft Office appeared first on Clark Howard.

  • Costco Is Closing Its In-Store Photo Centers Next Month
    by Craig Johnson on January 14, 2021 at 2:38 pm

    Costco is closing its in-store photo centers nationwide on February 14.  The retailer just announced the closures, citing the steep decline in demand for printing photos.  What do the changes mean? This article will cover that and more. Costco Is Closing Its Photo Center: What You Need to Know As you may know, Costco is The post Costco Is Closing Its In-Store Photo Centers Next Month appeared first on Clark Howard.

  • 1.13.21 How to get fewer annoying robocalls + The appliance shortage is still raging
    on January 13, 2021 at 8:00 pm

    Robocalls are the worst! And it feels like we’re getting bombarded with them more frequently now. Clark talks about how to curb those annoying calls to bring more zen back into your day. Many appliances still remain in short supply because of factory shutdowns due to Covid. That means that if you are in search The post 1.13.21 How to get fewer annoying robocalls + The appliance shortage is still raging appeared first on Clark Howard.

  • Ask Clark: Should I Put $100K Down on a $300K House?
    by Craig Johnson on January 13, 2021 at 3:00 pm

    Welcome to Ask Clark, a column designed to answer your financial questions by money expert Clark Howard. Ask Clark: If I Buy a Home for $300K, Should I Use $100K as a Large Down Payment? Thomas from Florida asks: “If I wish to purchase a home for $300,000 and I have $100K, is it better The post Ask Clark: Should I Put $100K Down on a $300K House? appeared first on Clark Howard.

  • Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA
    by Financial Advisor Scottsdale Az on December 30, 2020 at 1:58 am

    Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA By Tobias Salinger December 23, 2020, 6:01 p.m. EST3 Min Read   Near the start of the new year, Transamerica Financial Advisors may be finished paying for alleged regulatory woes from the first half of the recently completed decade. The wealth... The post Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions
    by Financial Advisor Scottsdale Az on December 17, 2020 at 5:01 pm

    Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over a decade and a... The post Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts
    by Financial Advisor Scottsdale Az on December 14, 2020 at 10:15 pm

    Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts By Donald Jay KornDecember 09, 2020, 11:41 a.m. EST4 Min Read As 2020 has been a unique year, advisors would do well to take some new directions when they meet clients in December to talk about taxes. Specifically, two major tax... The post Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It
    by Financial Advisor Scottsdale Az on December 5, 2020 at 3:45 pm

    Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It Read More: https://www.financial-planning.com/gain-insights-to-help-your-clients-navigate-social-security-insecurity Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over... The post Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors
    by Financial Advisor Scottsdale Az on November 17, 2020 at 4:42 am

    Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors The Securities and Exchange Commission on Friday accused two former top Wells Fargo executives of misleading investors about a sales metric that was exposed as unreliable after bank employees were found to have opened fake accounts for customers in order to... The post Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers
    by Financial Advisor Scottsdale Az on November 12, 2020 at 8:46 pm

    Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers One of the great financial innovations in recent decades is target date funds. These investment vehicles, which have $2.3 trillion in assets, are intended to be a sort of “set it and forget it” program for investors saving for retirement, automatically... The post Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares AIG settles lawsuit for more than $400 million
    by Financial Advisor Scottsdale Az on October 26, 2020 at 8:59 pm

    Anil Vazirani Scottsdale Investment Advisor shares AIG settles lawsuit for more than $400 million American International Group (AIG) has settled a tax shelter lawsuit, related to seven cross-border transactions made during the mid-1990s – transactions designed to generate bogus foreign tax credits, a US attorney said. According to the acting US attorney for the Southern... The post Anil Vazirani Scottsdale Investment Advisor shares AIG settles lawsuit for more than $400 million appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Schwab-TD deal was a decade in the making: CEO
    by Financial Advisor Scottsdale Az on October 16, 2020 at 9:44 pm

    Anil Vazirani Scottsdale Investment Advisor shares Schwab-TD deal was a decade in the making: CEO “In many ways, scale will dictate the long-term success and survival of companies, as well as the ability to deliver services to all different sizes of clients,” said Walt Bettinger, CEO of Charles Schwab. David Paul Morris/Bloomberg News   Charles... The post Anil Vazirani Scottsdale Investment Advisor shares Schwab-TD deal was a decade in the making: CEO appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Social Security COLA ticks down as older adults brace for impact
    by Financial Advisor Scottsdale Az on October 14, 2020 at 4:11 pm

    Anil Vazirani Scottsdale Investment Advisor shares Social Security COLA ticks down as older adults brace for impact More than 64 million Social Security beneficiaries will get their lowest cost-of-living adjustment in four years in 2021. Recipients will receive a 1.3% uptick in their benefits payments in January, the Social Security Administration announced Oct. 13. The COLA for... The post Anil Vazirani Scottsdale Investment Advisor shares Social Security COLA ticks down as older adults brace for impact appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR DECEMBER FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE!
    by Financial Advisor Scottsdale Az on October 14, 2020 at 4:02 pm

    Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR DECEMBER FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE! RSVP ONLINE RSVP ONLINE: https://secured-financial-solutions.com/retirement-planning-workshops/ Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for... The post Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR DECEMBER FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE! appeared first on Retirement Planning Scottsdale.