Adam Goldin

Adam Goldin is a country risk analyst and financial advisor/economist.

[Adam Goldin @AdamGoldin_]

Roth IRA's are not ONLY useful for retirement planning. The CONTRIBUTIONS can be used for any purpose, at any time, tax and penalty free. The same is not true for investment EARNINGS.

https://t.co/ZY5KPt8gya

#financialplanning #wealthmanagement https://t.co/zEX50YtL0B

[Adam Goldin @AdamGoldin_]

"Sequence of return" risk may be the biggest risk retirees face. It's relevant during the 5-year period before and the 5-year period immediately after one retires.

https://t.co/N9FRW8b08k

#retirementsavings #investing #wealthmanagement #financialplanning https://t.co/3l4RcPmYzU

[Adam Goldin @AdamGoldin_]

Consolidate your old 401(k)s and IRAs. It makes portfolio rebalancing and mandatory withdrawals easier, helps prevent cash outs that sabotage your retirement savings, and lowers investment costs.
https://t.co/N9FRW8b08k
#personalfinance #retirementplanning https://t.co/WIB6UnNNZR

[Adam Ozimek @ModeledBehavior]

If 3.5% is full employment (and it isn’t), then this is a decade long output gap. I truly don’t understand the celebratory attitude.

[Adam Goldin @AdamGoldin_]

Dual-income families, take note: coordinate your retirement savings plan. It prevents overlap in holdings and maximizes tax-advantaged benefits.

https://t.co/N9FRW8b08k

#financialplanning #savingforretirement #retirementplanning https://t.co/e6pR2ctZSI

[Adam Goldin @AdamGoldin_]

Six ways a financial planner can help you meet your financial goals:
Create a budget, save $ on taxes, manage your investments, calculate how much you'll need to meet your goals, review your insurance coverage, hold you accountable.
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[Adam Goldin @AdamGoldin_]

Are you financially "packed" for 2020? Schedule an appointment with me to ensure you have all the right paperwork and decisions made to prepare for the upcoming new year.

https://t.co/N9FRW8b08k

#financialplanning #wealthmanagement #retirementplanning https://t.co/JFCGgkso77

[Adam Goldin @AdamGoldin_]

Should you reinvest your dividends or take the cash? Reinvesting dividends is a great way to build wealth but it's not necessarily for everyone. Read below to see which strategy is best for you. https://t.co/N9FRW8b08k

#financialplanning #wealthmanagement https://t.co/R3qxWWbjbk

[Adam Goldin @AdamGoldin_]

Our propensity to overspend rises during the holiday season. Watch this short video to see how one can retire with $5 million by adopting a simple saving regime.

https://t.co/N9FRW8b08k

#savingforretirement #financialplanning #savingtips https://t.co/1xoSrAJq7O

[Adam Goldin @AdamGoldin_]

This year's robust stock market gains are unlikely to persist. Two investment themes gaining popularity favor dividend paying stocks and "alternative" investments.

https://t.co/N9FRW8b08k

#investing #financialplanning #wealthmanagement https://t.co/tiwBw2knEm

[Adam Goldin @AdamGoldin_]

Conventional wisdom says it's better to pay off a mortgage before retirement, but not always - especially if the mortgage interest rate was locked in at an historically low rate.

https://t.co/N9FRW8b08k

#wealthmanagement #financialplanning #investing https://t.co/ETZyNPsA5U

[Adam Goldin @AdamGoldin_]

Looking into real estate investing as a potential source of income? Keep these things in mind! As always, if you have any questions about how this could affect your unique situation, don't hesitate to give me a call! https://t.co/GyFXWaiVaL

[Adam Goldin @AdamGoldin_]

One must consider taxes when devising withdrawal strategies in retirement. This article provides helpful tips.

https://t.co/ZY5KPt8gya

#financialplanning #retirementplanning #wealthmanagement #taxes https://t.co/ZqCK16qnY7

[Adam Goldin @AdamGoldin_]

In case one article touting the benefits of taxable municipal bonds wasn't enough, here's one that makes a tactical argument in favor of them.

Enjoy!!

https://t.co/ZY5KPt8gya

#investing #personalfinance #wealthmanagement #portfolioconstruction https://t.co/d1GIUJL9kz

[Adam Goldin @AdamGoldin_]

When building one's portfolio, one might consider taxable municipal bonds. They're a valuable tool for diversification. Just remember to put them in your tax sheltered accounts.

https://t.co/N9FRW8b08k

#investing #wealthmanagement #personalfinance https://t.co/IYsMJTuAGi

[Adam Goldin @AdamGoldin_]

With 74% of economists believing a recession is likely by the end of 2021, it's a good time to review ones portfolio. Contact me for a free portfolio review if you're concerned.

https://t.co/N9FRW8b08k

#wealthmanagement #savingforretirement #investing https://t.co/TCvinUKb3O

[Adam Goldin @AdamGoldin_]

Major retirement expenses range from apparel and education to savings and healthcare. Schedule an appointment with me today to help you be as prepared as possible for your retirement! https://t.co/okpObSRYOa

[Adam Goldin @AdamGoldin_]

What's the difference between good and bad debt? Check out this article to find out! If you need to speak to someone about your debt, don't hesitate to call my office to schedule an appointment! https://t.co/U27W3M5CJA

[Adam Goldin @AdamGoldin_]

Avoiding these three retirement planning mistakes will help assure you're well prepared for retirement.

For a free financial plan consultation, go to https://t.co/N9FRW8b08k.

#financialplanning #wealthmanagement #retirementplanning https://t.co/7Hj4wmvDhZ

[Adam Goldin @AdamGoldin_]

A Health Savings Account is a fantastic way to meet your health care expenses. They'll save you a LOT of money in taxes, and your employer may provide matching funds.

https://t.co/N9FRW8sBwU

#financialplanning #wealthmanagement #savingforretirement https://t.co/c90U4QwXzE