Institute of Business & Finance Announces a New CES Designee

The Institute of Business & Finance (IBF) recently awarded Mark Guilliatt with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. Over $50…

Retire The Retirement F-Words

[video width="640" height="360" mp4=""][/video]

Mark’s Interview At Boomer 1490 Boomer Radio.

If you missed it or want to hear it again, here is Mark’s interview with Dave Wingert and My Boomer Radio. Listen in and get caught up with new 2019 IRA and ROTH IRA rules, what you should never do in retirement planning and more!

Why I hate Mutual Funds and you should too : Conclusion

MUTUAL FUNDS HAD THEIR DAY The number of mutual fund choices available to investors is overwhelming. It currently stands at over 10,00029 — 10,000 funds that want you to pay their exorbitant fees, share others’ tax liabilities, accept poor performance, live with less than all the facts about fund management and be content with the system. You realize that it…

The Retirement Guys