Here are 5 actionable ideas you can implement to help secure your financial future.
The Five-Point Financial Plan
Category: Advanced Wealth
Portfolio Thoughts
Here is something to consider if you are concerned about the stock market.
Easy Money – It’s that Simple
The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!
Planned Giving Strategy Update
(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update
Roth IRA’s Made Simple(r)
Roth IRA's continue to be one of the best tax structures for saving retirement money. I also believe they are one of the best assets to pass along to the next generation. Additionally, there are no Required Minimum Distributions (RMDs) due at age 70 1/2. However, getting them funded has been a challenge for many. … Continue reading Roth IRA’s Made Simple(r)
Tax Reform is Here
We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps you should consider taking before year-end.
