Older Americans are selling off the stock market, slowly but relentlessly…. to junior generations. According to CNBC, Baby boomers own an outsized helping of the market and are constantly reducing it–due to RMDs and other factors. This is a process that is non-stop because 250,000 boomers turn 72 every ninety days. Analysts point out it will have an effect on supply and demand for equities in the short, medium, and long runs. Millennials, now the largest generation by population, lack the financial wherewithal to pick up the slack. How will this long term drain, expected to accelerate over the next five and ten years, affect your investments? What changes to your current financial plan might you make to make sure your retirement is not impacted? We’ll lay out all the statistics, with some very timely strategy choices you’ll want to know more about. Don’t miss it….MASTERING MONEY is on the air!!!!
Mastering Money 8/31/21
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401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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