by Premier Investments & Wealth Management
Planning is essential as you make the transition from accumulating assets to creating a retirement income stream. One powerful approach that can help you visualize how your investments are working for you during this process is the Premier Bucket Strategy. This strategy divides your investments into four distinct categories or “buckets,” each tailored to specific financial needs and time horizons. Let’s delve into each bucket...
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by Premier Investments & Wealth Management
2024 is halfway over, and now is an excellent time to conduct a mid-year financial review. This proactive step helps you stay on track with your financial goals and allows you to make any necessary adjustments. Here are 7 steps you can take now to review your finances: 1. Review Your Budget Analyze Spending: Examine your expenses for the first half of the year. Identify...
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by Premier Investments & Wealth Management
At Premier Investments & Wealth Management, our goal is to empower you to take control of your financial future. In today’s post, we’re diving into a powerful strategy for boosting your retirement savings: making previous year contributions to Individual Retirement Accounts (IRAs) and Roth IRAs. Whether you’re just starting your retirement savings journey or looking to optimize your existing accounts, this tactic can offer significant...
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