Blog | Integrated Retirement Advisors

Blog

  • All
  • Financial Planning
  • Investments
  • Legislation
  • Nahum Daniels
  • Retire Reset! Book
  • Retirement
  • Retirement Planning
  • Stock Market

5 Highlights of the New Stimulus Package

    What the latest round of funding may mean for you.   The $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump on December 28th as the COVID-19 pandemic continues to impact employers and employees. The new package resembles March’s $2.2 trillion CARES Act, but will only […]

Your Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. […]

2021 Limits for IRAs, 401(k)s and More

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.   401(k)s. The salary deferral amount for 401(k)s remains the same at $19,500, while the catch-up amount of […]

10 Reasons You Need a Financial Plan

October is Financial Planning Month which serves as a useful, annual checkpoint to make sure you are on track to meet your financial goals. A written, up-to-date financial plan encompasses not only investments, but risk management solutions, tax reduction strategies and estate planning. Here are 10 reasons you need a financial plan: To have one […]

Yes, You Can Lose It All, Even If You’re Wealthy

by M. Nahum Daniels If you’ve been wondering about the book I wrote, RETIRE RESET!, we are publishing some excerpts right here on our blog so that you can learn more. Along the way, you will learn why our firm, Integrated Retirement Advisors, was founded: we’re on a mission to help people with retirement!   […]

Banks Making Money—For Banks

by M. Nahum Daniels If you’ve been wondering about the book I wrote, RETIRE RESET!, we are publishing some excerpts right here on our blog so that you can learn more. Along the way, you will learn why our firm, Integrated Retirement Advisors, was founded: we’re on a mission to help people with retirement! Here […]

The Perils of a Volatile Stock Market

                        The emotions of investing have destroyed far more potential investment return than the economics of investing have ever dreamed of destroying.                           ~John Bogle Founder, Vanguard Group   If you’ve been […]

What I Wrote In Chapter 3 of Retire Reset!

  by M. Nahum Daniels   If you’ve been wondering about the book I wrote, RETIRE RESET!, we are publishing some excerpts right here on our blog so that you can learn more. Along the way, you will learn why our firm, Integrated Retirement Advisors, was founded: we’re on a mission to help people with […]

Nahum Daniels Joins Jon Dwoskin On His “Think Business” Podcast

  Nahum Daniels was interviewed recently by Jon Dwoskin on his THINK BUSINESS* podcast. You can listen to the entire podcast here: https://jondwoskin.com/2019/11/jon-dwoskin-interviews-nahum-daniels-certified-financial-planner-integrated-retirement-advisors/  THINK BUSINESS* is Jon Dowskin’s 1:1 in-depth and soulful conversations with executives, managers and sales people who are making a difference in their companies, communities and in themselves. ————————————————————————————————————————————– Here are a […]

Rethinking Your Retirement Investing To Hedge Against A Market Downturn

  Rethinking Your Retirement Investing To Hedge Against A Market Downturn Studies show most Americans aren’t saving enough for retirement. A recently-released World Economic Forum report warned that most retirees risk running out of money as much as a decade before death. And the anxiety of being ill-prepared for the golden years can grow when […]