The Albertson Financial Blog

Have you heard about WealthGuard?

Posted December 20, 2016 by albertsonfinancial

People ask me if there are any ways to protect my assets when they are in the market.  The answer is that if you’re in the market you are exposed to potential loss.  But, there is a way to help minimize any losses and be positioned to get back in the market when it recovers. 

Are You Ready To Take Your RMD?

Posted October 28, 2016 by albertsonfinancial

Let me quote straight from the IRS on what an RMD – Required Minimum Distribution is and when you must take it… “Required Minimum Distributions (RMDs) generally are minimum amounts that a retirement plan account owner must withdraw annually starting with the year that he or she reaches 70 ½ years of age or, if

Top Tax Tips For Retirement

Posted October 21, 2016 by albertsonfinancial

The end of the year is in sight.  I know it when I see the first holiday decoration… yes the end of the year is near.  Pretty soon I’m going to see Christmas decorations at CostCo before the pool even opens for the summer.  But for now, it’s the time of pumpkins, turkey, mistletoe and

How The Game Of Golf Is Like Retirement

Posted October 14, 2016 by albertsonfinancial

Ask any golfer, be it pro or hacker; their golf game is always on their mind… at least in the back of their mind.  Whether it be the last game they played or the next, we all replay or imagine our swing, the lie and our short game.  Last weekend while playing my favorite course,

September 2016 News – The Wells Fargo Scandal & Your Retirement

Posted October 7, 2016 by albertsonfinancial

5 years of dishonest practices, 565,443 credit card accounts opened without customers’ knowledge or consent, $400,000 in fees and interest charges, $5 million in customer refunds, $185 million dollars in fines and 5300 employees let go.  Wow!  The extent of bad practices and no accountability by corporate America just seems to be getting worse.  Dare

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