News
When considering yearly income taxes, many enjoy the benefits of a traditional IRA or any pretax retirement account, largely because they are able to deduct the contribution on their tax return. This is part of a strategy used to secure a lower tax bracket. However, investors that self-direct often enjoy large gains making the Roth […]
Continue ReadingOver 10,000 baby boomers are turning 65 every single day and will continue to do so for the next 10 – 15 years. That has never happened before. More people will actually be retiring than entering the work force. Ironically, the boomer generation, who for all intent and purposes, did considerably better financially than their […]
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It was so good to see so many of you at our fifth annual Planning for Prosperity in Orlando last month. The connections and networking were better than ever, and according to our exit surveys over 80% will be coming back next year. It’s all done for you, the best IRA investors ever – and […]
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Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks. How big a deal is this? The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees. Forty Seven percent of all employees that […]
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Owning property overseas is a great asset class diversification strategy inside an IRA. But before racing out to buy an investment property in a foreign country, read on to know 3 of the most important critical issues to know up front. #1 – Does the developer have a record of success? If the answer is […]
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This year’s conference is sure to inspire you, as you’ll get to hear from some of the financial industry’s best and brightest speakers and panelists. As an attendee, you’ll have the privilege of gaining valuable resources to revamp both your financial network and personal network. Throughout the entirety of the event, you’ll be able to […]
Continue ReadingContinuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas. I look forward to seeing many of you personally at our fifth annual Planning for […]
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Nathan Ogden (Nathan Ogden, inspirational speaker, trainer and author of “Unfrozen,” will be this year’s Chair The Love keynote speaker! In 2001, Nathan shattered his neck in a snow skiing accident, leaving him a quadriplegic. Since his accident, Nathan has traveled the nation visiting businesses, organizations, nonprofits and schools to speak about how to conquer […]
Continue ReadingI recently spoke with a friend who is a commercial pilot for a major carrier and was surprised to learn how little work a pilot actually does these days. No, they aren’t lazy, it is just that they have a very sophisticated tool that can make decisions more consistently and faster than a human being. […]
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Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market. Like many others, Tom was previously investing in traditional stocks, bonds and mutual […]
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