Rafael Velez is the Managing Director of Summit Financial Advisors, LLC (?SFA?) in San Mateo, California. SFA provides independent, coordinated and customized planning and investment advice to successful families in the San Francisco Bay Area. They specialize in developing tax-efficient strategies for retirement income, concentrated stock positions and education planning. To learn more about their services, go to:
Retirement Income -- Will You Have Enough? Developing a solid plan and appropriate investments for years of income is well worth your efforts.For example, switching your investing approach from growth to conservative to protect yourself against volatility on the eve of retirement may not be the most prudent financial decision anymore. After all, because of inflation and the increased odds that you could live well into your 90’s,...... Similar Editorial : by pmegan. | Source : Ira Tax Penalty
Equity Income Funds -- The Foundation Of A Diversified Portfolio 2006 is another strong year for dividends. For the third year in a row, a growing number of companies have either increased their dividends or begun paying dividends. In addition, more investors are paying attention to the solid companies that are capable of paying dividends. That is a big change from the late-1990s, when investors by and large shunned yields and many companies refrained from...... Similar Editorial : by Sam Subramanian. | Source : Finance A Home
