Friday, March 12th, 2010
This is the topic of our next ‘Coffee Talk’ call (Tues Mar 16th, 2010). The information is Free, with no obligation on your part.
• Dollar Cost Averaging (DCA) – investing a fixed dollar amount at regular intervals – is a failure at reducing investment risk.
• Got big tax losses you’ll never use in your lifetime? It’s not as bad as you think! What most people don’t know about or have forgotten.
• Target Date Retirement funds should be avoided, without exception. This so called simple solution if you find it too difficult, unpleasant or time-consuming to choose among all your other investment choices is a Ticking Time Bomb! The Qualified Default Investment Alternative (QDIA) in most 401(k) plans that should be avoided at all costs.
• Would you have been better off leaving everything in CDs the last 10 years? This is a comment we’ve been hearing more and more. I’ll reveal the Fatal Flaw to this line of thinking. Why you would have even bigger losses today if you would have followed this approach! Crazy…but true!
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
(It’s OK if you Forward this to a few of your friends and business associates. They might find the call interesting and helpful too)!
Hope to ‘See’ you next Tuesday!
Brian Fricke, CFP
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 -Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
Email: bfricke@fmcretire.com
Web: www.brianfricke.com
Facebook: Facebook.com/Brian.L.Fricke
Twitter: Twitter.com/BrianFrickeCFP
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***Listen To Last Week’s Call***
If you missed Last Week’s Call “Top 5 Retirement Planning Mistakes I See People Make” the digital Audio can be found here or you can Click on the link below to listen to the audio.
http://www.brianfricke.com/conference-calls
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