Compak Market Wrap

Moe wrapped up the week with a roundup on financial preparation and the factors to consider in order to achieve a sustainable, sufficient and secure retirement.

Moe gave an in depth discussion on how philosophies and human nature affects the financial mindset of a person

Fred Jin, Certified Financial Planner at Compak Asset Management-When would be the optimum time to claim your social security?

Pam Villarreal, Senior Policy Analyst at the National Center for Policy Analysis-The uncertainty of our Research and Development Tax credits can stifle our competitiveness if not properly addressed

Kate Galkina, Certified Financial Planner at Compak Asset Management-IRA conversions need to have a systematic way of knowing how much to convert and minimize tax payments

Mark Miller, Author of “The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work, and Living”-Timing and planning is the best tool to secure your future

Moe featured Fred Jin with his discussion on wealth management strategies, financial planning, retirement planning, asset allocation and saving.

Fred Jin, Certified Financial Planner at Compak Asset Management-Make sure that you outlive your money and not outlive you!

Alan Blinder, Economics Professor at Princeton University and Former Fed Governor-Lax lending standards and the unwillingness of the regulators to crack down were the perfect ingredients to a housing bubble

Moe talks about the basic requirements and qualities you should look for in picking the person/broker to manage your finances.