When The Plan Goes Off The Rails Even the best designed plans go awry from time to time. The perfectly planned vacation can get rained out. The outdoor picnic can have too strong of a wind. The phone’s GPS that is leading you...
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In today's world of inter-connectivity, constant media, and smart phones, we can be up-to-the-minute informed as often as we want to be. There is a great satisfaction in having access to more information. With Social Media we can keep...
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Top 5 Reasons To Have A Financial Strategy When approaching your wealth and your legacy, there are many different facets to pay attention to. Taxation and fees can chip away at your gains. Income can fluctuate with the market, or...
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Can Your Income Strategy Survive The Changes “cha…cha…cha..cha…changes, turn and face the strange” For better or worse, for good or ill, value judgements do not matter. The fact is, we have a lot of...
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Much of investing and retirement income planning has to do with goal setting. Having a clearly defined goal for the amount of income you require, or the amount that you need to save and invest is crucial for your road map to success....
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It seems like people talk a lot about money right around tax season. It is a common frustration to prepare taxes and complaining about it can actually bring people together. Whether you are frustrated with the need to collect all of...
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Tuesday, March 14, 2017
March is upon us and there is so much information and news in the beginning of this year that it is easy to get distracted from our intentions for this year. It is too easy in todays’ world to get distracted from not only your...
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It is commonly held, at least when it comes to rollercoasters and the stock market, that whatever goes up, must come down. This most recent surge in prices is no exception. We may be near the end of this very long bull run that has...
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Planning for retirement income is hard. When it comes to Saving for retirement, everyone seems to have an opinion on the best hot stock pick, the next tech stock, the right mix of bonds/stocks, etc. The media is not short on ideas and...
Read MoreThere’s no question that preparing your tax return can be a daunting challenge. And the more complex your finances, the more complex your tax return. Whether you prepare your own return or work with a tax professional, there are...
Read MoreKnowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely—in a secure location: Birth/death...
Read MoreAre you familiar with the “Law of Losses?” Understanding how this principle works can be critical to pursuing your long-term investment and retirement goals. The principle is based on the fact that a percentage loss hurts...
Read MoreWe are definitely in the thick of election season. Investor doubts may seem especially prevalent during presidential election years when campaigns spotlight the country’s challenges. Yet even with election year rhetoric...
Read MoreWhen you are two to ten years out from retirement, there are key things to think about and plan for. First and foremost, you should evaluate your expectations, expenses, and assets. After this, you can plan your upcoming retirement by:...
Read MoreRemember the 2015 IRS data breach? It’s estimated to have impacted more than 334,000 taxpayers with breached records used to file fraudulent tax returns, according to the IRS. Nearly $50 million in refunds were stolen before the...
Read MoreEvery dollar counts in retirement-which is why staying in the lowest possible tax bracket is so important. Unfortunately, doing so is increasingly tricky today because today’s narrower brackets leave little room for error. The...
Read MoreLife moves quickly. That is why it’s important to keep beneficiary designations up-to-date and accurate after every major life event in your family. Ensure your wishes are carried out by identifying your accounts with beneficiary...
Read MoreRecent enhancement to 529 education savings plans, like the inclusion of computer technology and equipment as qualified expenses, and the ability to recontribute eligible, refunded expenses without penalty, make these plans more...
Read MoreThere’s no question that periods of increased market volatility can be unsettling for investors. However, the decisions you make now—choosing to stay the course or move to the sidelines—can have long-lasting...
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