For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.
But the Commercials Are So Good!
Category: Advanced Wealth
The SECURE Act: Simple Ideas for Your Planning
Here are a few actionable ideas to use in light of the SECURE Act passage.
‘Tis the (Tax Savings) Season
Most Americans have to work nearly 4 months each year just to pay their tax bill. Let's discuss how we can shorten that timeframe.
The Five-Point Financial Plan
Here are 5 actionable ideas you can implement to help secure your financial future.
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)
