Posts By: Jeremy Kisner

| Weekly Insight

Weekly Insight: FAQs about Long-Term Care

It’s been a while since I have written about everybody’s least favorite topic…long-term care (LTC). My last article on the topic, “Is Long-Term Care Insurance for You?” was written for another popular blog called Sightings after 60. My feelings about the topic and viable solutions haven’t changed much since that…

| Weekly Insight

Weekly Insight: Financial Literacy of Retirees

It goes without saying that retirees and pre-retirees need a basic level of financial literacy. Retirees who manage their own money need substantially more financial knowledge than those who are working with a competent and trustworthy financial advisor. Nevertheless, it is easy to overestimate people’s knowledge of financial matters. That…

| Weekly Insight

Weekly Insight: ROTH vs. Traditional IRA

I must be living in a bubble. I thought everyone had a least one IRA or qualified retirement account. Most people I meet have more than one, yet it turns out that only 53% of households with people age 55 and older have a retirement account such as a 401(k)…

| Weekly Insight

Weekly Insight: Amazon vs. Walmart

The biggest news of the past week was Amazon’s announcement that it is buying Whole Foods. What’s the big deal? This is just a run of the mill merger in dollar terms at $13.7 billion. In fact, it ranks as only the fourth largest merger in the history of the…

| Weekly Insight

Weekly Insight: Retiring Abroad

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation…permanently? Retiring abroad…

| Weekly Insight

Weekly Insight: Robots in Retirement Homes

Last week, I asked a friend who lives in Silicon Valley and works at Google: “What is the hottest area in technology right now?” Without hesitation he said, “Machine learning/robots.” Many people have mixed feelings about robots. The common concern is that robots are going to take jobs from traditional…

| Weekly Insight

Weekly Insight: Early Retirement

Some people never want to retire. In fact, some research shows that the happiest seniors are those who continue to work, at least part-time, as long as they can. Nevertheless, others cannot wait to retire and are focused on achieving financial independence as soon as possible. Few things give you…

| Weekly Insight

Weekly Insight: How Long Can This Bull Market Last?

People have been asking me for the last year: “How long can this bull market last?” The answer is: a while longer. Usually, investors ask this question because they are trying to time the market. Bad idea. The real question they are asking is: “Should I get out of the…

| Weekly Insight

Weekly Insight: Preparing Kids to Inherit Wealth

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as Baby Boomers leave their assets to their children and grandchildren. There’s an army of estate planning attorneys and financial advisors who are ready, willing, and able to help with the…

Join Meeting

Securities offered through: Securities America, Inc., Member FINRA/SIPC.

Advisory services offered through Surevest Wealth Management. Securities America and Surevest Wealth Management are separate entities.

Member FINRA /SIPC© Copyright 2013 Surevest Inc. All rights reserved. | Disclosure | FINRA | SIPC| Disclosure | FINRA Brokercheck |

Surevest Wealth Management, 2425 E. Camelback Road, Suite 890, Phoenix, Arizona 85016 - Phone: 480-272-7116 Fax: 480-272-7118 Email: info@svwealth.com