Bill Romeo - Everest Retirement Planners

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Navigating the financial aid process can be overwhelming, but understanding key factors can significantly streamline the process and increase your chances of securing the necessary funds for your education.

Top 5 Things to Consider When Applying for Financial Aid

Your financial future is calling. Develop a strategy for your investments today.

The Cost of Procrastination Don't let procrastination keep you from pursuing your financial dreams and goals.

Cutting College Costs: How to Avoid Overpaying

If you like to pay high college costs DO NOT attend this program (kidding).

If you want/need to know how minimize your child or grandchild's college expenses and avoid overpaying, join online on August 6th from 630-730pm. I WILL teach you the College Planning rules and help you avoid costly mistakes!

Zoom Registration - Click HERE: https://us02web.zoom.us/meeting/register/tZYtceGvqDgoEtcgEz8a5ZqPPtioxo6E5BU4

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?

Ready to retire? Prepare with these key questions for those ready to take the big step.

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For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

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Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Do you, or someone you know, want to learn more about Estate Planning and why it is important? What's all involved and what are the negative repercussions to your family if YOU do nothing?

Please join me online July 16 from 630-730pm so I can teach you the basics of a good Estate Plan and help you avoid costly mistakes!

Zoom online Registration - Click HERE: https://us02web.zoom.us/meeting/register/tZAscOyhrTwsHdV2QUkwGc2yzxp5gZqRw8Uv

Bill Romeo is NOT an Estate Planning Attorney. This presentation is for educational purposes only.
Please consult a qualified Attorney for your own unique situation.

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Estate planning isn't the most glamorous topic, but it's undeniably important. It's about ensuring your wishes are met after you're gone, and that your loved ones are taken care of. While it might seem daunting, proper estate planning...

Your Legacy: A Guide to the Important Aspects of Estate Planning

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Currency has been around for a long time. Here's a quick lesson.

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Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Whether you realize it or not, you’ve allocated your assets.

A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:

What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

When you choose to take Social Security might impact your retirement income. Find out how.

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits.

Happy First Day of Summer! We wish you all the best summer, go do something fun!

Juneteenth commemorates the day that slavery was officially abolished in the United States. "Freedom Day" reminds us all that we have come so far in this country, and just how far we have to go.
Happy Juneteenth.