The last time you set up a new account like an IRA or 401(k) you were asked to choose a beneficiary. You were most likely given a couple of standard options and you checked a box or two. Did you really know what you were doing and what that could mean for your money...read more
Most of us at one time or the other have thought about being a millionaire. I remember decades ago being asked by a reporter if someone could retire comfortably on one million dollars. Back then I said it depends. I still say the same thing. It is estimated that 5-6%...read more
If you are nearing or in retirement you most likely have heard of the 4% Rule. This guide stemmed from a study done in 1994 that looked at historical returns of the market to determine the “safe” withdrawal percentage that one could pull out of a portfolio over a 30...read more
You trust your financial advisor with some of your most important assets and your relationship is usually one of the closest professional relationships that you have. But did you stop to think what could happen if the advice you're getting isn't in your best interest?...read more
Many of us have a love-hate relationship with Social Security. We hate that we have been paying into the system our entire lives. We love that it almost feels like free money...even though we have paid into it our entire lives. So, what do you need to know about the...read more
As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there...read more
Most of our brains are hardwired with self-limiting thoughts. Think about it: you come up with a great idea and all of a sudden, your brain gets flooded with reasons it won’t work. Some of us are better at coming up with these self-limiting ideas than others. Once all...read more
Mark had moved back to the states after working overseas for a stint with a major oil and gas company. He was literally starting over when it came to owning stuff. He needed to buy a house, a car, and furniture to fill that house. He had been smart about things and...read more
Doing Money Right
Educational services to help you make better money decisions.
Investment Advisory services offered through United Capital Financial Advisers, LLC ("United Capital), a registered investment adviser. United Capital and Doing Money Right are separate and unrelated companies. The content of this website should not be relied upon to evaluate any potential transaction. United Capital is not giving tax, legal, investment advice by means of this website, and visiting this website does not establish a client relationship with United Capital. Advisory services only provided to investors who become clients of United Capital pursuant to a written agreement.
© 2017 Doing Money Right.