Archive for January 2018
Saving for Retirement as a High-Income Earner
If you are a high-income professional, saving for retirement can be more of a challenge than some may think.
In 2016 the income limit applied to defined contribution plans was $265,000, so if you earn more than that and you want to maintain the lifestyle in retirement that you have enjoyed pre-retirement, then it will be important to take advantage of the following strategies to ensure you are saving enough to meet your goals.Read More
Michael Andersen Featured in Kiplinger | Should You Add A Robo-Adviser To Your Financial Team?
Popular culture often takes an “us vs. them” attitude toward technology. Think about the menacing messages of 2001: A Space Odyssey, Blade Runner or Terminator. Machines are bad and want to take over; people are good and must control them. In real life, though, technology isn’t nearly so scary — unless, of course, you’re worried a robot will take away your job. I’m not. Though some may see the growing popularity of so-called “robo-advisers” as a threat to financial professionals, I’m embracing this method of investing as a way to further diversify a client’s portfolio and look out for his or her best interests.Read More
Wise Money | Ten Money Resolutions
Today on Wise Money we offer you some money resolutions to consider and put in place for the coming year.Read More
Wise Money | Adjustments to Make to Your Retirement
People generally make their retirement plans without considering the changes that may accompany retirement as it progresses. Having a strategy in writing that you can refer to, revisit and discuss with your financial professional is vitally important.Read More
Wise Money | Rollover Maneuvers
A rollover, when done the right way and for the right reasons can put your assets in a better position for retirement.Read More
Michael Andersen Featured in Kiplinger | Investors: Keep Your Guard Up and Be Ready for a Bear Market
The good times have been rolling for so long that it’s easy to forget the sting a downturn can deliver. Those close to retirement can least afford to be lulled into a false sense of security. Here’s what they should be doing right now.Read More
MoneyInsider ABC 47 News Hour | It’s the Perfect Time to Review
Wintertime presents an amazing opportunity to do a financial review. This January and February Andersen Wealth Management is offering complimentary financial reviews. Contact us today to set one up!Read More