Posts Tagged
‘retirement’

Can Election Results Predict the Market?

February 14, 2017

phil

401k, Columbus OH Financial Advisor, election, Financial planning, investment, rebel financial, retirement, trump

Video, Video Library

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[video_lightbox type=”embed” style=”1″ width=”511″ height=”288″ placeholder=”https://rebelfinancial.com/wp-content/uploads/2017/02/Can-Election-Results-Predict-Markets-300×168.png” placeholder_width=”640″ placeholder_height=”352″ align=”center”][/video_lightbox]    

How Insurance Deductibles Work

February 14, 2017

phil

401k, Columbus OH Financial Advisor, Financial planning, health, insurance, rebel financial, retirement

Insurance

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How Insurance Deductibles Work  An insurance deductible is the amount you, the insured, pays before any claim is paid by your insurance carrier. Depending upon the type of insurance, a policy may set the amount of deductible, or offer you the ability to select a deductible amount. Deductibles serve a dual purpose: they save the […]

Top New Digital Tools for Small Businesses

January 18, 2017

phil

401k, Columbus OH Financial Advisor, financial advisor, Financial planning, investment, investment advice, retirement, Retirement Planning

Lifestyle, News

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Top New Digital Tools for Small Businesses  Technology has not just shrunk the tools we use, but it has allowed small businesses the power to operate like a big business. These tools can help small businesses get better organized, efficiently manage their finances, or support customer service and win new business. NEW DIGITAL TOOLS THAT […]

Gun Ownership and Your Homeowners Policy

November 10, 2016

phil

401k, Columbus OH Financial Advisor, financial advisor, Financial plan, investment, investment philosophy, rebel financial, retirement

Lifestyle, News

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Gun Ownership and Your Homeowners Policy If you own a gun, you need to consider whether you are covered in the event the gun is stolen or destroyed and protected against any potential liability should your firearm cause an injury. Gun ownership is a big responsibility and having the proper insurance coverage is an important […]

Planning for Known — and Unknown — Health Care Costs in Retirement

September 7, 2015

phil

cost, health, health care, planning, retirement, Retirement Planning

Health Insurance, Insurance Planning, Lifestyle, News, Retirement Planning

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The issue of health care costs in retirement — and planning for them well in advance of retirement — is becoming a centerpiece of any retirement planning discussion. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-cracked-egg-with-money-coming-out-of-it300x2001.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] A recent study by Employee Benefit Research Institute (EBRI) projected that in 2014, men and women who […]

Brush Up on Your IRA Facts

September 4, 2015

phil

investing, investment, IRA, planning, retirement

Investing Insight, News, Retirement Planning

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If you are opening an IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FBrush-sawdust-300×200.jpg” width=”300″ align=”left” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ alt_text=”Brush%20sawdust%20″ full_width=”Y”] IRAs in America IRAs continue to play an increasingly prominent role in the retirement saving strategies […]

It’s 2015: Do You Know Who Your Beneficiaries Are?

September 4, 2015

phil

beneficiary, retirement, retirement plans. wealth, wealth transfer

Estate Planning, Insurance Planning, Investing Insight, News, Retirement Planning

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Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely […]

Choosing a Retirement Location

July 1, 2015

phil

Financial Considerations, investment, retirement, Retirement Planning, State and Local Tax Burdens, Values Influence Lifestyle Choices

Lifestyle, News, Retirement Planning

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Baby boomers are going to retire differently than their parents did. Americans are living longer, healthier lives — a fact that is reflected in our notions of what it means to retire. Now, instead of a complete cessation of work, Americans view retirement as a gradual transition into another lifestyle. Some retirees may go back […]

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

May 7, 2015

phil

change, job, retirement, rollover, transfer

Investing Insight, News, Retirement Planning, Taxation

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Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money in your plan treated when one of these events occurs. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FNew-job-typewriter-chapter-one-300×156.jpg” width=”300″ align=”right” top_margin=”20″ […]

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