We hear a lot in the financial new media about the need to do extensive planning for retirement. Much of this often centers around the need to save and invest wisely to accumulate enough for… Read More
5 Things You Can Do THIS WEEK To Be Better Prepared Financially
“Worrying won’t stop the bad stuff from happening, it just stops you from enjoying the good.” -unknown The number one mistake I see people make in their investing, is allowing their emotions affect their decisions…. Read More
9 Things To Consider Before Rolling Over Your 401k
What is a rollover? Should I use a traditional IRA, new company 401k, or something else? These are some frequent questions you may want the answer to. Within this article, we will be giving you… Read More
What Can Business Owners & Retirees Do To Save Money On Taxes Before Year End?
In this video, we will touch on the following: 0:00 – Introduction 01:18 – Defined Benefit plan 03:42 – 401k 07:57 – Spousal IRA 09:49 – Required minimum distributions to charity 13:09 – Retiree tax savings ideas 15:00 – How to Contact… Read More
Tax Planning For Retirement
The focus for retirement planning is usually on saving and investing to ensure that you have a sufficient nest egg. However, a key part of retirement planning involves tax planning. Proper tax planning can save… Read More
How to Strategize Your Social Security Benefits
As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical. No matter how much money you have, it can make a difference of hundreds… Read More
Need to Borrow Money? Here are some Guidelines to Consider for Optimal Results
Here are a Few Rules to Consider Before Borrowing Money 1. Do you really need to purchase what you’re purchasing? I know someone who wanted to buy a mountain house. After talking about it, he… Read More
What Is A Durable Power of Attorney & Why Is It Important?
The durable power of attorney is a legal document that allows a trusted person to act in your place if you’re incapacitated. If you are unable to act on your own due to an accident… Read More
What Is A 1035 Exchange & How Can It Save You Money On Taxes?
A 1035 exchange is a provision in the tax code that allows you as a policyholder to transfer funds from a life insurance endowment or annuity to a new policy without having to pay taxes…. Read More
What Is Dollar Cost Averaging & How Can It Be Used To Take Advantage of Market Volatility?
Dollar-cost averaging is a stock market investing technique where you buy a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. More shares are purchased when prices are… Read More