The Retirement Lifestyle

Susan and I teach a course called Rejuvenate Your Retirement. The purpose of the class is to help retirees create a successful retirement by learning about income planning, investment planning, estate planning, tax planning and legacy planning. I have to admit, one of my favorite sections of the class actually has nothing to do with […]

Common Portfolio Misconceptions

Lately, I have met a slew of folks all wanting to have the same old discussions about allocation strategies, historical performance, top mutual fund managers, price to earnings (PE) ratios, or whatever else their brokers deem to be the hot topic of the day in the shark-infested shallows of the stock market noise. And although […]

I Don’t Pay Brokerage Fees . . . Hmmm . . . Really?

One of the things I do when I meet with both new or existing clients is to look at the critical facts concerning their financial investment decisions. Critical means something significant, factual, important and relative that they must understand before making a financial decision such as taxes, fees, costs, risk, or a myth or a […]

What Do I Leave My Kids?

I have found that folks either entering retirement or currently in retirement are primarily concerned with making sure they have enough money to last until they die.  Usually, leaving an inheritance is an afterthought.  But once I explain to someone that you do not need to lose in order to gain; that actively managed portfolios […]

Those Nasty Scam Artists

If you ask any of my friends from high school or college, they most likely will tell you that I was not considered a “ladies man.” Whether it was because the Nuns kept a close eye on me, or I worked a lot, or just had a face for radio I am not sure. In […]

Rocking Roller Coaster – Way Cool!

Recently, my family and I went on vacation to Disney World. My girls talked me into riding the Rock ‘n’ Roller Coaster. This ride is a roller coaster that plays unbelievably loud music and is completely dark. You are effectively blind, never being able to anticipate when you will lose your stomach next. Of course […]

The Shot Across The Bow

Two weeks ago we talked about the upcoming Federal Reserve meeting in my column “What’s For Breakfast?” This week I want to talk about the results of that meeting and the impact it has had on the financial markets.   This past week I finished teaching a very popular course for senior citizens on financial […]

Jeff Cutter Financial Question of the Week: Roth Conversion- What do I owe Uncle Sam?

Jeff Cutter of Cutter Financial Group answers this week Financial Question of the Week from Gail in Mashby.  Gail wants to know about moving her IRA funds to a Roth IRA. To submit your question head on over to www.www.cutter-copy.dev/contact and register to follow my blog!

Jeff Cutter Financial Question of the Week; When to Claim Social Security?

Jeff Cutter of Cutter Financial Group answers this week Financial Question of the Week from Dan in Plainville.  Dan asks, when is the best time to claim Social Security? To submit your question head on over to www.www.cutter-copy.dev/contact and register to follow my blog!

Jeff Cutter Financial Question of the Week: Trustee to Trustee IRA Rollover

Jeff Cutter of Cutter Financial Group answers the financial question of the week from Anne in Born. Anne is 64 and ready to semi-retire.  She moved a small 401K to an IRA; trustee to trustee IRA Rollover? To submit your question head on over to www.www.cutter-copy.dev/contact and register to follow my blog!