January 18, 2018

Don’t Invest Conservatively IF…

Recently, I had a client ask a question concerning his 10-year plan. He’s planning to sell his business, so we are working toward growing the value of the business in preparation for the eventual sale. Along with his business, he has this really, small retirement account. Which if I’m being honest, most business owners are not focusing on their retirement accounts. I’m a business owner that doesn’t concentrate on funding my retirement account. I have accounts set aside for that purpose, however, for the most part, I pour my time, energy, and income into my business. In fact, most business owners do that.
January 17, 2018

Top 3 Questions to Ask Before You Hire a Financial Advisor

Choosing a financial advisor can seem overwhelming when you first start…especially if you’ve never delved into the financial world yourself. It can be tough knowing what to look for. However, there are some strategies that you can utilize to find the advisor that gels with your needs the most and will help you reach your ultimate goals. Making use of these three questions will undoubtedly help you assess and ultimately hire a financial advisor that can help you trek down the path you desire.
December 29, 2017

Income for Life Retirement Series #8: Reduce Taxes on Retirement Accounts

If you hope to maximize the benefits from all your hard-earned retirement savings, you need to protect as much as you can from Uncle Sam. Fortunately, there are plenty of legal ways to do just that. It will take laying some groundwork and understanding exactly what the government looks for in order to reduce taxes on retirement accounts.
December 15, 2017

Income for Life Retirement Series #6: Earn Extra Income

Last time we discussed delaying your Social Security Benefits to help you as you work toward maintaining an income for life and one of the ways to do that is to earn extra income until you reach age 70. While you may still be ready to hang up your hat on your career well before then, that doesn’t mean you can’t prolong taking those benefits by taking on a side job.
This website uses cookies to improve your experience. By using this website you agree to our Cookie Policy.
Learn more...