President Trump would like to simplify our current individual tax system, remove some taxes, and cut corporate taxes. Specifically, Trump’s plan wants to: • Simplify the current individual tax system by reducing the number of[...]Read More about President Trump’s Tax Plan Unveiled
There are a number of things that can spell disaster for someone inheriting an IRA including: • Having inaccurate or wrong documents • Thinking that just because your will and trust are up to date[...]Read More about IRA Inheritance Disasters to Avoid
Today I am doing another Question and Answer Show. I received a lot of good questions this past month including the following: “I have been maxing out my 401k plan. However, I am able to[...]Read More about Question and Answer Show
Every year around tax season I find many people get upset and some even get depressed with the amount of taxes that they have to pay. And every year I talk to people that tell[...]Read More about Time for You to Do Something About It
On today’s podcast I am going to discuss several changes that we have seen recently for pension plans. If you participate in a defined benefit pension plan currently or if you have ever participated in[...]Read More about Be On The Lookout
A Few Options for You & Your Non-Working Spouse When Making Retirement Contributions Has tax season put money on your mind? Well, you are definitely not alone. Many couples begin to think about ways they[...]Read More about March 2017 – Question and Answer Show
So, you’re worried about volatility in the stock market and what it could do to your retirement savings? Downturns (drops) in the stock market and retirement funds got you panicking? Wondering about your retirement plan[...]Read More about The Ultimate Guide to Surviving Threats & Growing Your Retirement Portfolio
Boy have the markets been on one heck of a run! Information provided by Yahoo finance showed that annualized gains from the S&P 500 was over 10% within the last 8 years. And not only[...]Read More about Are You Getting a False Sense of Security?
Today we are going to be doing a retirement savings quiz. It is designed to test your knowledge of retirement savings. Think about it, are you are doing everything you can to save enough and[...]Read More about Are You Saving Enough?
I must say, I feel very fortunate. The caliber of clients I get to work with in my line of work is incredible. Not only are my clients interesting, they are smart too. I learn[...]Read More about What’s Your Retirement Planning IQ?