Unleash Your Wealth

Are you aware of your tax burden in retirement? If not, Raj Shah and Rick Borek can help you put the picture together and how to form a strategy to be the most tax efficient in retirement. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

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Some financial advisors avoid talking about annuities, but why? Raj Shah and Rick Borek explain why they might avoid that conversation and why they insist on having it with their clients. 

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

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Raj Shah and Rick Borek reflect on financial lessons they learned from their fathers and how it impacts their careers today.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

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It seems people getting ready for retirement have a different viewpoint than those actually in retirement. How do we understand and plan for the realities we will face?

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Over the last 100 years, the market is up 73% of the time and down 27%. Why wouldn’t you want to play those odds?

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Warren Buffet is famous for saying, “Just don’t lose money.” Today we look at what Warren says made him successful and what we can learn from it.

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There are so many stories of rich athletes that blow through their millions. We found a story about a current quarterback that seems to have his head on straight and thinking to the future.  

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A new survey says 70% of people are financially stressed right now and don’t trust the stock market. If that describes you, how do you position your money?

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We spend hours pouring over our taxes each year trying to write a smaller check to the IRS. How much planning are you putting into the check you may be writing while you are in retirement?

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A new idea for income in retirement. Take more when the market is good, cut back when the market is bad. Sounds simple, but does it work?

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