Rick Alford
Rick Alford, CRP

Retirement
Solutions
Newsletter

April 2016 Edition

In This Issue:
Ready or Not... Here it comes 
A Note from the
Accounting Sleuth
Performance Reports: Insist on "Since Inception" Returns
It is essential that your money manager tracks your performance since inception, and i t almost goes without saying that performance should be reported N et of Fees .  
INVESTOR BULLETIN
How Fees and Expenses Affect  Your
Investment Portfolio
As with anything you buy, there are fees and costs associated with investment products and services.  These fees may seem small, but over time they can have  a major impact on your investment portfolio. 

Along with the other factors you think about when choosing  either a financial professional or a particular investment,  be sure you understand and compare the fees you'll be  charged. It could save you a lot of money in the long run. 

Legally Cutting Out The Taxman











The life  insurance industry has the best IRS approved retirement savings plan today - and most investors know nothing about it.

TAX PLANNING
THE BEST RETIREMENT STRATEGY
Taxes play a very important role in retirement planning. With the right tax planning strategy, tax reduction can help you save money and protect your assets. 

3 Rules for Picking the Perfect Retirement Age
Retiring involves both financial and non financial considerations, and so picking the perfect retirement age requires a personalized process rather than a one-size-fits-all mentality.

Nevertheless, there are some general rules you can follow to help you make a better decision about the retirement age that will work best for you.  Read More


Rick Alford, CRP, CEO
Retirement Solutions
972-731-2539

HOME  |  ABOUT US  |  CONTACT US