Henry McCormack

Deferred Annuities: A Long-Term Strategy for Lasting Income Deferred annuities offer a powerful way to grow your retirement savings while deferring taxes on that growth until you need the income. By allowing your wealth to accumulate over time, deferred annuities provide a strong foundation for long-term retirement security, helping to ensure you have the funds available when healthcare expenses rise or other unexpected costs emerge. This approach also offers the flexibility to decide when and how much to withdraw, which can help manage your taxable income and provide a supplemental income stream that lasts as long as you do. If you’re looking to strengthen your retirement plan, consider how deferred annuities can give your portfolio the additional boost it needs. #DeferredAnnuities #RetirementIncome #FinancialSecurity #TaxDeferredGrowth #RetirementPlanning

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In the ever-evolving landscape of finance, private markets have emerged as core portfolio building blocks for investors seeking diversification, unique investment strategies, and higher potential returns. In this article, we'll cover...

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Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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If you're a #financialadvisor looking to go #RIA... you MUST attend conferences! Conferences not only give you a concentrated dose of timely content, but also, they give you an opportunity to interact with other advisors who have already gone RIA. 👉 I can tell you from first hand experience that talking with advisors who have gone RIA is the BEST way for you to put together your personal "breakaway" plan. Here's a recap of a conversation I had this week with Thomas Howard - Certified Financial Planner - CFP® (Chairperson of FPA Norcal Conference). We unpacked the many benefits of attending top industry events... And, as always, you can see lots more content at: www.goRIA.com Enjoy! ========================= #goRIA Fueled by InvestmentNews =========================

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💡 **Question for You:** Are billable hours driving you and your clients crazy? Discover how to turn chaos into clarity with Gwen Griggs’ deliverables-based pricing model. Ready for a change? 🎧 Click the link to listen to the full episode and transform your practice: https://bit.ly/3SKAUGC 🎧 #LawFirmSuccess #BillingSolutions #ClientSatisfaction

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Investors love dividends. But maybe they should love them a little less. We talked to Meb Faber about things he believes about investing that 75% of investors disagree with and this was #1 on the list. Full episode: https://lnkd.in/etuxkeZa

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Target date funds are more than just a buzzword—they’re a smart way to automatically adjust your investment risk as you near retirement. By shifting from aggressive growth to conservative investments over time, they help protect your savings from market dips, especially when it matters most. This is why they’ve become essential in 401(k) plans.

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Business leaders and deal professionals are focused on delivering promised deal value. Jeff Black shares how to focus on people while executing deal strategies. #Mergers #deals #business

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Exploring the world of dividend investing can lead you to some intriguing insights and choices that raise important questions about investment strategies. This article provides a comprehensive overview of what dividend investing entails—delving into the mechanics of dividends, their appeal, and what cautious investors should consider before committing their funds. Here are some thoughts: - Dividends are often heralded as a reliable source of passive income, enticing many to add dividend stocks to their portfolios. However, the underlying economics are crucial. Does a company’s decision to pay dividends suggest a lack of growth opportunities? This trade-off can significantly impact long-term returns. - The concept of dividend yield is another perplexing area. A higher yield is attractive, but it can mask potential pitfalls, especially when stock prices fluctuate. Investors should be wary: can a stock that dropped sharply be a value play, or is it simply a sign of deeper troubles? - Dividend reinvestment plans (DRIPs) offer a compelling way to compound holdings over time. But to what extent should investors prioritize reinvestment versus cash flow? This could hinge on your individual financial goals and cash needs. - When comparing dividend-paying stocks to their non-dividend counterparts, the analysis gets even more complex. Historical data might indicate that companies like Adobe have outperformed dividend stocks in price appreciation. Is the focus on dividends somewhat shortsighted if you’re missing out on growth opportunities? - All this leads to the critical question: Is dividend investing right for you, or should you embrace a mix of growth-focused stocks alongside more stable dividend payers? Certain industries like technology provide substantial growth but often forego dividends altogether. - Lastly, by examining the track record of dividend payments and the stability of a company’s stock price, investors can gauge the potential risks involved. A declining dividend could signal a troubling trend—an important red flag that should not be overlooked. In a world where financial strategies vary widely, analyzing dividend investing through this multifaceted lens is essential. I encourage everyone to weigh the pros and cons carefully and consider how insights like these can inform your own investment journey. https://lnkd.in/e_tvAGYG

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Successful investing requires resolve. One has to be able to stand one’s ground, be unwavering when others vacillate, and take advantage of others’ fear and panic to pick up bargains.  But successful investing also requires flexibility and open-mindedness. – Seth Klarman ...   Also, check out my blog 👉 www.boolefund.com

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Advisors register for a 3-week trial /w complimentary training. Click link for Daily Stock Report https://lnkd.in/gmxXn-KE Yesterday Oracle (ORCL) shares staged a major breakout to a new high as it punched through $125.00 and rallied toward $140.00 together with a jump in volume, indicating renewed interest and the start of a new advance. #SIACharts #bigdata #datascience #Ai #investing #fintech #wallstreet #wealth #stockmarket #profit #leadership #innovation #analytics #productivity #money #markets #technology

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