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What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull
By MoneyRadio Staff / January 4, 2020

What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley
By MoneyRadio Staff / December 25, 2019

Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta
By MoneyRadio Staff / December 24, 2019

Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo
By MoneyRadio Staff / December 23, 2019

Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Clients might not own all of the money in their 401(k) By Paola Peralta
By MoneyRadio Staff / December 5, 2019

Clients might not own all of the money in their 401(k) By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession  Julia La Roche
By MoneyRadio Staff / December 3, 2019

Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession Julia La Roche

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott
By MoneyRadio Staff / November 27, 2019

The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Ken Fisher has a side bet on a risky corner of Wall Street
By MoneyRadio Staff / November 11, 2019

Ken Fisher has a side bet on a risky corner of Wall Street

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger
By MoneyRadio Staff / November 9, 2019

Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft
By MoneyRadio Staff / October 30, 2019

AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Financial Review – Eat the Bankers.com A recap of the business weekday’s market numbers and news that affects them.

  • Greg McBride – Bankrate.com
    by Sinclair Noe on June 21, 2019 at 8:12 pm

    Greg McBride, CFA, Chief Financial Analyst with Bankrate.com talks about the Fed FOMC meeting and interest rate […]

  • Mark Hamrick
    by Sinclair Noe on June 3, 2019 at 8:09 pm

    A cinversation with Mark Hamrick, Senior Financial Analyst and Washington Bureau Chief for www.Bankrate.com The post […]

  • Chris Rodgers
    by Sinclair Noe on May 31, 2019 at 12:17 am

    Leading SEO specialist with ColoradoSEOPros.com talks with us about White Hat SEO compared to Black Hat SEO. The post […]

  • Paul Claudius
    by Sinclair Noe on May 29, 2019 at 7:39 pm

    CEO and founder of Blockstate.com. We discuss tokenization of of assets and crypto. The post Paul Claudius appeared […]

  • Dale Rogers
    by Sinclair Noe on May 17, 2019 at 10:03 pm

    Dr. Dale Rogers is a professor of logistics and supply chain management at the W. P. Carey School of Business at […]

clark.com Advice You Can Trust. Money in Your Pocket

  • 02.25.21 Privacy Protection: WhatsApp alternatives / The Kroger data breach part of something deep – your assignment
    on February 25, 2021 at 8:00 pm

    Facebook owned WhatsApp is changing terms of service allowing them to invade privacy. Clark’s warning and alternatives. Also, the Kroger data breach is part of an overall massive breach affecting many companies. Resist breach fatigue and freeze your credit if you haven’t yet. Ask Clark topics include: Bill reduction services, Robocalls, Credit cards ditching car The post 02.25.21 Privacy Protection: WhatsApp alternatives / The Kroger data breach part of something deep – your assignment appeared first on Clark Howard.

  • Swappa: 5 Things to Know Before Selling Your Phone
    by Dallas Cox on February 25, 2021 at 3:00 pm

    If you have an old cell phone lying around or you’re ready for an upgrade but not eligible for a trade-in, consider selling your phone online. In this article, I’ll take a close look at Swappa. This website is a great option for selling your used electronics directly to a buyer. I’ve checked out a The post Swappa: 5 Things to Know Before Selling Your Phone appeared first on Clark Howard.

  • Petal Card Review: A Good Option for First Credit Card?
    by Nick Cole on February 25, 2021 at 1:09 am

    Are you a new borrower looking for a way to establish credit? The Petal Card is a non-traditional way to do that, and you’ll get to use a real credit card in the process. The Petal Card offers a path to a real credit card by analyzing your bank records for payment history rather than The post Petal Card Review: A Good Option for First Credit Card? appeared first on Clark Howard.

  • 02.24.21 The Power of the Pivot-Knowing where your transferable skills are needed. Also, your options when your employer doesn’t offer a 401K match...
    on February 24, 2021 at 8:00 pm

    The Power of the Pivot: Job demand is up in some areas. Clark offers guidance on finding active job categories and transferring your skill set outside the box. Some who have pivoted have increased their incomes. Also, when your employer offers no retirement plan or match, Clark gets you started on handling your own future The post 02.24.21 The Power of the Pivot-Knowing where your transferable skills are needed. Also, your options when your employer doesn’t offer a 401K match or any retirement account. appeared first on Clark Howard.

  • How Much Does a Financial Advisor Cost?
    by Christopher Smith on February 24, 2021 at 5:13 pm

    Figuring out how much a financial advisor costs can be challenging. But it’s easier if you understand how financial advisors get paid and what they offer. That information also isn’t easy to find. Hiring a financial advisor can be a bit like shopping for a mattress: very confusing. The terms seem different from store to The post How Much Does a Financial Advisor Cost? appeared first on Clark Howard.

  • I Have One Major Credit Card Right Now. Should I Get Another One?
    by Craig Johnson on February 24, 2021 at 3:00 pm

    Welcome to Ask Clark, a column designed to answer your financial questions, by money expert Clark Howard. What Are the Benefits of Getting a Second Credit Card? Greg from Georgia asks: “I’m constantly receiving offers from credit card companies to apply and get their cards. I currently have one major credit card, and I’m in good standing The post I Have One Major Credit Card Right Now. Should I Get Another One? appeared first on Clark Howard.

  • 02.23.21 A new way to invest that doesn’t involve buying stocks hyped on Reddit. Also, a new charge is appearing on bills of all kinds. What to...
    on February 23, 2021 at 8:00 pm

    Clark recommends long-term investing and welcomes Marcus Invest from Goldman Sachs for small investors, akin to Wealthfront & Betterment. Also, PPE cost money and the charges are being passed on to you. Be aware when paying extra. Ask Clark topics include: Timeshares and Credit Cards. Want more money advice? Sign up for Clark’s free daily The post 02.23.21 A new way to invest that doesn’t involve buying stocks hyped on Reddit. Also, a new charge is appearing on bills of all kinds. What to watch for. appeared first on Clark Howard.

  • 6 Common Money Myths That Can Hurt Your Finances
    by Craig Johnson on February 23, 2021 at 3:00 pm

    Taking control of your finances is one of the most empowering things you can do. But a lot of people have misconceptions about how their money should work for them. A recent financial literacy survey from LendingTree shows that 96% of Americans believe at least one money myth. That figure is based on a survey The post 6 Common Money Myths That Can Hurt Your Finances appeared first on Clark Howard.

  • Best Credit Cards for Extended Warranty: Top Picks for 2021
    by Nick Cole on February 23, 2021 at 3:00 pm

    Did you know that using your credit card for a big-ticket purchase could actually extend your warranty on the product? Many popular credit cards offer extended warranty programs as a part of their customer perks and rewards. Money expert Clark Howard believes this a great way to get added peace of mind on a major The post Best Credit Cards for Extended Warranty: Top Picks for 2021 appeared first on Clark Howard.

  • T-Mobile Is Launching a New Unlimited Plan This Week
    by Craig Johnson on February 23, 2021 at 1:30 pm

    T-Mobile just announced the release of Magenta Max, a new data plan that promises to take advantage of the power of 5G. The wireless provider, which completed its merger with Sprint early last year, has been touting 4G LTE and 5G capabilities for a while now. In this article, I’ll explore what T-Mobile’s latest data The post T-Mobile Is Launching a New Unlimited Plan This Week appeared first on Clark Howard.

  • Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling
    by Financial Advisor Scottsdale Az on February 11, 2021 at 9:09 pm

    Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling In the months prior, Elliott, then the resident director of Merrill’s Peoria, Arizona, office, had been texting tips to a trainee on how to land her first client, and messaging a colleague about a gala. A more pressing matter was... The post Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons)
    by Financial Advisor Scottsdale Az on February 11, 2021 at 8:02 pm

    Anil Vazirani Scottsdale Investment Advisor shares Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons) Michael Nagle/Bloomberg A wealthy grandmother won a $19 million arbitration award against J.P. Morgan Securities and two former brokers — her grandsons — over alleged unauthorized trading in her accounts. The ruling came 18 months and 43... The post Anil Vazirani Scottsdale Investment Advisor shares Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons) appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Wealth managers await legal fallout in wake of $1.8B fraud case
    by Financial Advisor Scottsdale Az on February 10, 2021 at 4:49 pm

    Anil Vazirani Scottsdale Investment Advisor shares Wealth managers await legal fallout in wake of $1.8B fraud case   By Tobias SalingerFebruary 09, 2021, 5:47 p.m. EST5 Min Read With a billion-dollar fund manager facing a barrage of regulatory cases, the wealth managers that sold its pricey alternative products could be left holding the bag. Hundreds of clients... The post Anil Vazirani Scottsdale Investment Advisor shares Wealth managers await legal fallout in wake of $1.8B fraud case appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Annuities Just May Be the Broccoli of Retirement Planning
    by Financial Advisor Scottsdale Az on February 5, 2021 at 7:26 pm

    Anil Vazirani Scottsdale Investment Advisor shares Annuities Just May Be the Broccoli of Retirement Planning Deferred income annuities are good for your long-term retirement health, but most people still don’t seem to crave them. But if you want to quit worrying about running out of money in retirement, you may want to dish one up.... The post Anil Vazirani Scottsdale Investment Advisor shares Annuities Just May Be the Broccoli of Retirement Planning appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA
    by Financial Advisor Scottsdale Az on December 30, 2020 at 1:58 am

    Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA By Tobias Salinger December 23, 2020, 6:01 p.m. EST3 Min Read   Near the start of the new year, Transamerica Financial Advisors may be finished paying for alleged regulatory woes from the first half of the recently completed decade. The wealth... The post Anil Vazirani Scottsdale Investment Advisor shares Transamerica sold variable annuity exchanges with inaccuracies: FINRA appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions
    by Financial Advisor Scottsdale Az on December 17, 2020 at 5:01 pm

    Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over a decade and a... The post Anil Vazirani Scottsdale Investment Advisor shares The ABCs of Yields & Your Guide to Roth Conversions appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts
    by Financial Advisor Scottsdale Az on December 14, 2020 at 10:15 pm

    Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts By Donald Jay KornDecember 09, 2020, 11:41 a.m. EST4 Min Read As 2020 has been a unique year, advisors would do well to take some new directions when they meet clients in December to talk about taxes. Specifically, two major tax... The post Anil Vazirani Scottsdale Investment Advisor shares Year-end tax planning: New strategies under SECURE, CARES Acts appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It
    by Financial Advisor Scottsdale Az on December 5, 2020 at 3:45 pm

    Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It Read More: https://www.financial-planning.com/gain-insights-to-help-your-clients-navigate-social-security-insecurity Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over... The post Anil Vazirani Scottsdale Investment Advisor shares RICP – The End of Social Security As We Know It appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors
    by Financial Advisor Scottsdale Az on November 17, 2020 at 4:42 am

    Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors The Securities and Exchange Commission on Friday accused two former top Wells Fargo executives of misleading investors about a sales metric that was exposed as unreliable after bank employees were found to have opened fake accounts for customers in order to... The post Anil Vazirani Scottsdale Investment Advisor shares SEC charges ex-Wells Fargo execs with misleading investors appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers
    by Financial Advisor Scottsdale Az on November 12, 2020 at 8:46 pm

    Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers One of the great financial innovations in recent decades is target date funds. These investment vehicles, which have $2.3 trillion in assets, are intended to be a sort of “set it and forget it” program for investors saving for retirement, automatically... The post Anil Vazirani Scottsdale Investment Advisor shares Voices: Target-date funds are too risky for savers appeared first on Retirement Planning Scottsdale.