About Daniel Betzel

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So far Daniel Betzel has created 95 blog entries.

Why Your Retirement Is Not A Game Show

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it’s probably not a good thing. On this edition of the show, we’ll discuss the perils of planning for retirement like you’re a TV contestant. We’ll also go through some popular social security myths.

By | 2017-11-21T21:32:41+00:00 February 16th, 2017|Uncategorized|0 Comments

Decluttering Your Finances

Have you ever had to clean out a cluttered closet? It’s a pain, but feels so good once it’s done. On this week’s show, we’ll use that as a comparison to see what it’s like to get decluttered from a financial perspective. And if that’s not enough, we’ll uncover some of the top money mistakes [...]

By | 2017-11-21T21:32:41+00:00 February 2nd, 2017|Uncategorized|0 Comments

The “Greatest Generation”

Let’s see what we can learn from the folks who are a part of the “Greatest Generation.” People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about retirement planning from their philosophies toward money. Also, is your financial “advisor” truly an adviser? [...]

By | 2017-11-21T21:32:41+00:00 January 26th, 2017|Uncategorized|0 Comments

6 Reasons to Stay in Your Current Home During Retirement

The typical retirement dream involves riding off into the sunbelt, golf clubs and beach umbrella in hand. However, the reality is that the majority of retirees never leave home. Most people opt to age in place, or if they do move, they find a smaller house near their old neighborhood. Only about 7 percent of [...]

By | 2017-11-21T21:32:41+00:00 November 3rd, 2015|Uncategorized|0 Comments

Qualified Terminable Interest Property Trust (QTIP)

If you are part of a family in which there have been divorces, remarriages, and stepchildren, you may want to direct your assets to particular relatives through a qualified terminable interest property (QTIP) trust. Your surviving spouse will receive income from the trust, and the beneficiaries you specify (i.e., your children from a first marriage) [...]

By | 2017-11-21T21:32:41+00:00 June 17th, 2015|Blog, Financial Planning, Tax Planning|Comments Off on Qualified Terminable Interest Property Trust (QTIP)

Five Ways to Invest in Art

Three weeks ago, Picasso's "Les Femmes d’Alger" sold for $179.4 million, the highest price paid for any single piece of art, at any auction, ever. Of course, the vast majority of art investors will never see their art investments fetch anything near that sort of price. However, art can be a great investment if it [...]

By | 2017-11-21T21:32:41+00:00 June 1st, 2015|Blog, Investments|Comments Off on Five Ways to Invest in Art

Guide to Different Types of Trusts

Trusts can be a useful tool for managing your estate, both while you are living and after your death. There are many different types of trusts that apply to specific situations. Before establishing any type of trust, you should consult with your financial advisor to determine what is most appropriate to meet your financial goals. [...]

By | 2017-11-21T21:32:41+00:00 May 18th, 2015|Blog, Tax Planning|Comments Off on Guide to Different Types of Trusts