See All Authors »

Daniel Shub, RFC

Founder, OCTO Capital and Shub & Company

Phone: 248.731.7729
E-mail: dshub@octo-capital.com
www.octo-capital.com

Daniel Shub is the founder of OCTO Capital and Shub & Company. Since 1997, he has worked in the financial services industry, specifically focusing on clients' goals and wealth protection for retirement. He also authored the book, Retirement IQ. Shub holds the Registered Financial Consultant® designation, has passed the Series 65 securities exam and is insurance licensed. He and his family make their home in West Bloomfield, Michigan.

Latest Features

Building Wealth
October 2017

Stocks Are Risky – But Avoiding Them Can Be, Too

Without stocks, your retirement portfolio may not grow as fast as prices rise. With inflation at 3%, the $100,000 you have available to spend today could be worth less than $48,000 25 years down the road.

See More From: Building Wealth

Building Wealth
May 2017

Your 401(k), 403(b) and IRA: Tax Shelter or Tax Nightmare?

You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours: Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.

See More From: Building Wealth

Building Wealth
February 2017

What Kind of Investor Will You Be In Retirement?

You’ve saved and invested to get to retirement, but now that you’re actually there, you may need to make a new plan.

See More From: Building Wealth

Building Wealth
October 2016

3 Strategies to Increase the Value of Your Estate

You can boost your nest egg's return on investment by adjusting your withdrawal strategy in retirement and planning other smart financial moves.

See More From: Building Wealth