Four 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.
Read MoreAre You Missing This 401k Strategy That Helps Professionals Save More For Retirement?
Cross Tested Retirement Plans allow professional business owners such as Dentists, Doctors, Attorneys, and CPA’s to save more for retirement and reduce taxes. These plans are most suitable for business whose owners are generally older and more highly compensated than other employees. They may be most appropriate for professionals who own their firm and are approaching retirement.
Read MoreFinancial Planning News You Can Use – Episode 3 – Should You Have An Interest In I-Bonds?
The Financial Press has recently increased discussion about a relatively unknown but considerably safe, high yielding, tax advantaged type of interest-bearing bond that you may want to consider for that cash earning next to nothing in your savings account. Are they suitable for you?
Read MoreFinancial Planning News You Can Use- Episode 2 -Wealth, Health, and Congressional Stealth
Executives and business owners should be aware of changes to 401k limits, preventing financial hardship due to illness, and the benefits of donor advised funds.
Read MoreThree Tips for Executives Joining the Great Resignation
Many executives are re-thinking their careers. Here are three factors you need to consider before you take the leap into a solo gig or retirement.
– Do you know your family’s income requirements?
– Have you developed a plan for tax efficient income?
– Have you thought about health care?