Published Articles
Our financial advisors at Wealth Management Group contribute our insights to well-known publications such as Forbes, Chicago Sun Times, US News, and New York Business Journal, on topics that matter to you, such as retirement planning, business management, investment strategies, and more. The goal of our articles is to help retirees, pre-retirees, investors, and business owners accomplish their financial goals and avoid the common pitfalls.
7 Best T. Rowe Price Funds for Retirement
Craig Bolanos, CEO of Wealth Management Group, says there are two key pillars to retirement income: living off portfolio income and having a plan to increase that income over time. He likes that the T. Rowe Price Dividend Growth Fund allocates to market sectors that are “relevant to the new COVID economy,” which includes technology, health care and consumer discretionary, but that also means companies with a history of increasing dividends.
**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Prepare Your Exit Plan Now
Many business owners dream of retirement yet struggle with the notion of letting go of the success they spent a lifetime building.
Passing on ownership to the next generation can be a struggle. When you’ve dedicated a good portion of your life to building your company and your brand, it can be incredibly difficult to imagine life without it or allowing someone else to take the reins. But it is inevitable; every business owner will face a day when they need to make an exit, but those who plan in advance are far more likely to have a smooth and successful transition.
**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Single and Planning for Retirement? Here are 4 Key Things to Do
Craig Bolanos was featured in Debbie Carlson’s article “Single and Planning for Retirement? Here are 4 Key Things to Do” appearing in Barron’s Magazine. In this article, Craig discusses some of the challenges single, independent people face when preparing for retirement. Click below to read the full article!
**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
