Consider This Program October 6th 2020

New strategy for inherited IRA

The Secure Act ended the Stretch. Now IRA beneficiaries (non-spouse) do not have Required minimum distributions. Rather, they now have to take money only once at the end of 10 years and the account has to be emptied. This could be disastrous for the beneficiary because of taxation, enabling, marital property issues.

Do Influencers Matter?

What are they and how does it work and what should we consider?
An influencer has the power to introduce your brand to thousands of people within your core audience. … Influencers already have an established relationship with their audience. Their followers respect their recommendations and view them as authentic. Way more authentic than customers see most brands.

Economic Numbers – What matters and what doesn’t and what do they mean

There is a huge difference between the economy and the market!

The sudden loss of a spouse:

13 Financial moves to make after losing a spouse

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Receive our Consider This Program show-notes weekly.

After submitting this form you will be redirected to the show note archive where you can see past show notes. 

Have a Question? Let Joe Know!

Submit your question, and you might just hear it on an upcoming episode of “Consider This.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Staying Up To Date Is Crucial!

Stay educated and up to date on the market and your retirement. Sign up for our complimentary articles and insights.

*We will never sell your private information.

Access all of our checklists!

Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.