Tax Planning for Executives – Avoiding the Taxation Mess
Hello everyone! Spring has arrived in full force in Florida. We’ve gone from allergy season to the dry season in a matter of weeks. The always wonderful Love bug season is just around the corner! And of course, we just completed tax season. For the successful executive, both tax season and love bug season have…
Read More3 Tax Facts That Executives and Business Owners Need to Know About SECURE 2.0
TRANSCRIPT: Happy New Year Everyone! While many of us took advantage of some downtime during the Holidays, our elected representatives in Congress passed an 1800-page tax bill known as SECURE 2.0 which contains several items that well compensated executives and business owners should understand as they manage their finances over the next several years I’m…
Read MoreRetiring Soon? How to Avoid the Taxation “Death Star”!
Creating a Personal Paycheck If you’re within 5 years of retirement, it’s important to take an inventory of the assets that will provide a “personal paycheck” during your “work optional “years. You probably own a traditional IRA or a 401k account with a previous employer. You may also have a Roth IRA and maybe a…
Read MoreMission Accomplished! The Marine Corps Marathon
Sometimes friends can get you through anything. I checked one item off of my bucket list by completing the Marine Corps Marathon with my friend , John Pitcairn.* Set a goal* Develop a plan* Implement* Monitor and revise as necessary* Celebrate your achievement!
Read MoreFour Wealth Building Tips for Twenty-Somethings
Not Your Father’s Money Tips Hello Everyone! Once again, I will dig into my mailbag to discuss a viewer’s question Jean from Rocky Top asks “What are the best financial moves a 20 something year old can make today?” Thanks Jean- Great question. I’ve been lucky enough to have several clients refer their adult children…
Read MoreFive Mistakes You Want to Avoid Before Retirement
Preparing for retirement is more than selecting a date. Here are 5 mistakes that executives can make before they retire.
Read MoreTop Gun Triathlon
Move over Tom Cruise! There’s a new Top Gun (Triathlon Finisher)!* Set a Goal* Assess Your Current Condition* Make a Plan* Monitor Your Progress* Revise as Necessary* Celebrate Your Victories!#financialplanning #cfppro #believe
Read MoreAre You Ready For the Retirement Triathlon? Three Areas You Must Consider.
If you’re an executive considering the “work Optional” phase in the next 5-10 years, there are three areas you must consider; Cash flow, retirement income, and taxes.
Read MoreJoin Me at Eric LeGrand’s Walk to Believe!
The most inspiring person that I’ve come across is Eric LeGrand. Lois Lewandowski and I will be participating in Eric LeGrand‘s Walk to Believe on June 4th at The Birthplace of College Football. Please join me by donating whatever you can to Team LeGrand and The Christopher Reeve Foundation. here’s a link to my team’s fundraising page. Walk to…
Read MoreManaging the Triple Threat – Florida Prepaid College Program, Bright Futures, and Private 529 Plans
Florida residents have several options to pay for college. The Florida Pre-Paid Tuition program, Bright Futures Scholarships, and Private Private 529 Savings Plans are valuable tools to provide adequate funds for your children’s college education. This video helps explain how the three programs work together.
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