IN THE MEDIA
with national media outlets.
One Landlord’s Advice for Those Who Want to Purchase Rental Property
“Location, location, location” might be the mantra when selecting a promising house or condominium in which to live. But when it comes to purchasing rental homes, other factors also weigh heavily.
How Clients Can Use Annuities to Pay for Long-term Care
With millions of baby boomers in or nearing retirement, the need for long-term care insurance might seem obvious. Retirees face extended life expectancy as well as rising costs for nursing home stays, assisted living facilities, and home care.
How to Keep Your Common Sense When the Stock Market Takes a Wild Ride
“I think of market corrections as being like getting a haircut,” states Jeremy Kisner. “Even if you want to grow your hair long, you need to get the split ends trimmed occasionally.”
Bitcoin Rally Generates Fear of Missing Out, But Smart Play May Be in Staying Away
Bitcoin and other cryptocurrencies are making regular headlines these days with their big price moves, mostly to the upside. But does that mean you should jump on the bandwagon?
Despite Age Spots, Stock Market Rally Still Looks Perky
How much more time does the bull market have left? Nobody knows the answer, but here are some observations that could help put things into perspective.
Lump Sum or Annuity Payments? It’s No Easy Decision
There’s a reason roughly 40% of Americans say they have less than $1,000 or so in liquid savings: Many people spend whatever money is available.
Tips for Tweaking your Retirement Plan to Avoid Potential Obstacles
Americans are making a series of easily fixable mistakes that are slamming their retirement savings.
5 Questions to Ask Before Buying an Annuity
“Annuities are an insurance product, and just like all forms of insurance, you are transferring the risk to the insurance company for a fee,” says Jeremy Kisner, senior wealth adviser at Surevest Wealth Management, a financial advisory firm.
Income Property: 9 Things to Consider Before You Invest
So you’ve been watching HGTV’s “Income Property” and are wondering: Is it time for me to buy a rental and become a landlord? You’re not alone.
Are You Shrinking Along with the Middle Class?
The declining middle class is a catch-all topic that politicians like to hit, from jobs being lost to China to student loans, costly medical care, and the nation’s falling rate of homeownership.
Update on Qualified Longevity Annuity Contracts
Retirees concerned about outliving their money received a new tax-advantaged tool from the feds last year called a qualified longevity annuity contract. Is a QLAC right for you?
A New Approach to Bonds
Jeremy Kisner, a certified financial planner with Surevest Wealth Management in Phoenix, notes that dividend growers may do better than those focusing on the absolute highest-dividend stocks.
Investing: Do Foreign Stocks Still Make Sense?
Should investors bother having international exposure through mutual funds, exchange-traded funds, or individual securities?
You’re in Your Middle Years? Here’s Why You Probably Need to Buy Life Insurance
Once you’ve reached your middle years, it’s time to stop thinking your employer-sponsored life insurance is all you need.
Financial Planning for Childless Retirees Important
Childless singles and couples may mistakenly assume that the absence of heirs magically removes the weight of retirement and estate planning from their shoulders.
But experts and statistics suggest something different.
Wealth Adviser: An App to Help Keep Track of Riches
Read coverage of special interest to wealth managers, financial planners, and other advisors.
5 Investment Risks and How to Manage Them
“People talk about their risk tolerance, but when you change the question to what’s their loss tolerance, they answer differently,” says Jeremy Kisner, senior wealth adviser at Surevest Wealth Management in Phoenix and Las Vegas.
Should You Buy Life Insurance for Your Kids?
Life insurance can provide peace of mind, but for new parents, financial planners say taking out a policy on their child may not be the best way to spend their money.
What’s New with Long-term Care Insurance?
Think you know the ins and outs of long-term care insurance? Think again.
7 Tips to Make Retirement Savings Last
Even if you were smart enough to have a comfortable retirement, you may still worry that it may not last you through what may be 30 years of retirement. We talked to financial planning firms across the United States, and asked for their best tips to help retirees preserve and grow their retirement savings.
How to Know it’s Time to Break Up with Your Financial Advisor
Whether it’s poor communication or underperforming returns, there are many signs it’s time to find a new financial advisor. But knee-jerk reactions could result in a tax penalty or fees.
7 Big Mistakes to Avoid in First Year of Retirement
When you make a mistake during the first year of retirement, it can be hard to recover.
So, to help you through that first year, we asked the experts what the biggest mistakes made by rookie retirees are.
The Best Way to Stick to a Budget
Should people make an ongoing habit of tracking everything they spend and save?
Investors Hesitating as Stocks Hit Record Highs?
In this video, MaxFunds.com co-founder Jonas Max Ferris and Surevest Capital Jeremy Kisner share their outlook for the markets.
12 Debt Myths That Trip Up Consumers
If you follow all conventional wisdom blindly, you may miss out on key nuances of dealing with debt.
What’s Right and Wrong About 401k’s
In this video, we discover the two ways to play your 401(k), with Greg Kasten, Unified Trust founder & CEO and Jeremy Kisner, Surevest Capital.
Widow’s $115,000 Retirement Savings Plan Too Risky
When a loved one is ill, saving for retirement is never top of mind. That was the case for Lisa Bowman, whose husband suffered a debilitating stroke six years ago and passed away in 2011.
Investors are Waiting for a Clear Sign They’ll Never Get
Many investors are waiting until the unemployment rate is back to normal and all their friends have jobs as a type of “all clear signal” in the markets. By then they will have missed the boat.
Fundline: New Managers, Fund Openings, Closings
Mutual fund investors have had a good year so far: The average stock fund has gained 14.2%. But your fund company has probably had a better year.
Long-Term-Care Insurance: Weighing the Alternatives
Long-term-care insurance is the financial equivalent of gum surgery: something that is often seemingly necessary, but just as often avoided at all costs.
To Defer or Not to Defer (Social Security): That is the Question
Never has there been a financial decision that more people have screwed up than when to claim Social Security benefits.
Shield Your Wealth as It Grows: Tips from Planning Pros
Don’t assume your income will keep rising at the same pace that your net worth did, says Jeremy Kisner, president of Surevest Wealth Management in Phoenix.
