Retirement Investing Archives - Aura Wealth Advisors

Investment Diversification Made Easier with Professional Guidance

Bert Doerhoff, CPA / December 13, 2023 / Retirement Investing

Navigating the world of investments can be challenging, especially if you lack the necessary expertise. One way to overcome these challenges and optimize your diversification strategy is to retain the services of a Certified Public Accountant (CPA) who is also a financial advisor. What is Diversification? Diversification is a fundamental investment strategy that involves spreading […]

Investment Diversification Made Easier with Professional Guidance Read More »

Customized Investment Strategies: Tailor Your Portfolio with Professional Help

Bert Doerhoff, CPA / December 13, 2023 / Estate Planning, Retirement Investing

Every investor has unique financial goals, risk tolerance, and investment preferences, which is why customized investment strategies are important. Working with a qualified financial advisor can tailor your investment portfolio to align with your specific needs and objectives. A financial advisor who is also a Certified Public Accountant (CPA) has expertise that can be particularly

Customized Investment Strategies: Tailor Your Portfolio with Professional Help Read More »

investing in a 401 k, how to invest in a 401 k

What to Know Before Investing in a 401(K)

Bert Doerhoff, CPA / January 25, 2023 / Retirement Investing

It’s critical that employees educate themselves and manage their 401(k) plans in a way that optimizes retirement benefits. Here are some tips for doing that.

What to Know Before Investing in a 401(K) Read More »

investment mistakes, investing in your 50s

3 Investment Mistakes to Avoid in Your 50s

Bert Doerhoff, CPA / December 23, 2022 / Retirement Investing, Retirement Planning

Your 50s is a good time to evaluate your investments and prepare for a successful retirement. Avoiding these three investment mistakes is a good start.

3 Investment Mistakes to Avoid in Your 50s Read More »

How to Invest for Retirement

Bert Doerhoff, CPA / December 11, 2022 / Retirement Investing

It’s critical to learn how to invest for retirement intelligently and responsibly. Here’s how to navigate the retirement savings minefield.

How to Invest for Retirement Read More »

5 Essential Strategies to Increase Your Retirement Savings

Bert Doerhoff, CPA / October 3, 2022 / Retirement Investing, Wealth Management

It’s never too late to start saving for retirement. Learn how to increase your retirement savings through these sound strategies.

5 Essential Strategies to Increase Your Retirement Savings Read More »

Think Outside the Box to Survive a National Financial Crisis

Bert Doerhoff, CPA / May 27, 2020 / Business Advice, Retirement Investing

The coronavirus pandemic upended the lives of all Americans, including millions of business owners, within a matter of days. With the crisis now entering its third month, you may have barely had a chance to catch your breath and adapt to the new reality. According to a recent article published in Forbes Magazine, however, accepting reality

Think Outside the Box to Survive a National Financial Crisis Read More »

Managing Your Investment Risks After Retirement

Bert Doerhoff, CPA / April 15, 2020 / Retirement Investing

You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than

Managing Your Investment Risks After Retirement Read More »

I’ve Got Plenty of Time to Save — NOT!

Bert Doerhoff, CPA / January 15, 2020 / Retirement Investing

Planning for retirement is much easier when you start early. But what if you didn’t? While it’s true that the longer you put off saving, the less time your assets will have to grow, it’s still possible to reach your financial goals. But continuing to believe that you have plenty of time to save for

I’ve Got Plenty of Time to Save — NOT! Read More »

How will I afford Health Care when I Retire?

Bert Doerhoff, CPA / December 31, 2019 / Retirement Investing

If you plan to retire before you’re old enough to sign up for Medicare, it’s important to consider how you will manage your healthcare expenses. With costs continuing to climb annually and the fact that people typically utilize more healthcare services when they’re older, you will need some type of financial protection. Below we discuss

How will I afford Health Care when I Retire? Read More »