Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning » Retirement Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Don’t Leave Your Last Round to Chance
Category: Financial Planning » Retirement Planning
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
Planning for Retirement? Practice Could Make Perfect
Category: Financial Planning » Retirement Planning
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Retirement Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Retirement Planning
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.
Are You Really Ready to Exit Your Business?
Category: Financial Planning » Retirement Planning
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
The Invisible Tax
Category: Financial Planning » Retirement Planning
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The Four Uses of Money
Category: Financial Planning » Retirement Planning
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
What to Do If Forced Into Retirement Early
Category: Financial Planning » Retirement Planning
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
Med School Grads, Do These Three Things First
Category: Financial Planning » Retirement Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Retirement Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Why I Hate New Year’s Resolutions
Category: Financial Planning » Retirement Planning
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
An Executive’s Financial Guide
Category: Financial Planning » Retirement Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Single Stock- Too Much of a Good Thing
Category: Financial Planning » Retirement Planning
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.
Retirement is Just the Start!
Category: Financial Planning » Retirement Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Starting Off on the Right Foot
Category: Financial Planning » Retirement Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Retirement Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning » Retirement Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
Set It and Don’t Forget It
Category: Financial Planning » Retirement Planning
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.