Big shifts in the way people live and work are making commutes of over an hour into the office more common—and even more palatable– says the Wall Street Journal. Rising housing costs and crime in the inner city have prompted many to move farther away from city centers, ESPECIALLY when many have a hybrid work model and don’t have to commute every day. That fascinating report in the Market Intel segment, then Estate Planning Attorney Libby Banks joins us…MASTERING MONEY is on the air!!
Mastering Money 6/4/24
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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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