Most self-employed persons know the impact the Internal Revenue Service (IRS) can have on your business. They can often be an unwanted partner, sharing in your profits at rates over 50%. For many, it seems the harder they work, the harder the IRS wants to squeeze. For this reason, I would like to share a […]
Folks in my profession often refer to an employer-sponsored retirement plan match as “free money”. Are you lucky enough to work for a company who 1) offers a retirement plan, and 2) has a contribution match? The advice that follows “yes” to those questions, is typically to take full advantage, if at all possible. A […]
It is hard to believe it is already February. The time of year when important tax documents begin disbursing to mailboxes and e-mail inboxes across the country. Americans begin bracing for the impact of another year of sorting and organizing what can feel like mountains and mountains of tax documents. 2021 taxes may lead to […]
This is part 2 of a 2 part article series discussing unexpected loss. The first part, “Navigating the Guaranteed,” was published 1/23/2022. Preparing your finances for death isn’t a pleasant topic to think about, much less talk about. As uncomfortable as it may be, simple conversations and small steps will lead to a big impact […]
This is part 1 of a 2 part article series discussing unexpected loss. The old saying goes that two things in life are guaranteed, death and taxes, yet so many avoid planning for either. Recently, I had a family friend that was faced with dealing with the unexpected loss of her spouse. With a young […]
Wellness as defined by the Oxford English Dictionary is the state of being or doing well in life; happy, healthy, or prosperous conditions; moral or physical welfare. New Year’s Day has come and gone, resolutions have been made and hopefully you have eaten your fill of black-eyed peas and cabbage to bring you good luck […]
Hopefully you have experienced a wonderful holiday season with loved ones and friends, and exchanged gifts and merriment. You have given the gifts you thought appropriate or needed to your loved ones. These gifts hopefully will make their lives easier, more efficient or add some excitement to their lives. However, have you thought about the […]
I always think of my parents when I think about charitable giving or serving for that matter. My parents were generous people that encouraged us to think in terms of becoming generous adults. “You will never miss the money that you give to the church,” Dad used to say. Not sure that is an original […]
This is part 2 of a 2 part article series discussing retiring more successfully. One of the most important things that you can do to set yourself up for success in retirement is to develop a solid financial plan. There are many planning strategies that a CERTIFIED FINANCIAL PLANNER™ professional can assist you with. Here […]
This is part 1 of a 2 part article series discussing retiring more successfully. The key to any successful retirement is proper planning, beginning as promptly as possible. We have clients who want to retire early and other clients who want to keep working long into their golden years. Some retirees may want to renovate […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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