Timely Topics
Financial 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?
Financial Planning News You Can Use- Episode 1 – Filling Your Pockets
Here’s the first episode of “Financial Planning News You Can Use”. It covers several timely financial planning topics that can use to supplement your investments and help you achieve your financial goals.
This week’s edition includes three topics that may help you….
• Keep Money in Your Pocket
• Keep Money Out of Uncle Sam’s Pocket
• Keep Money in Your Family’s Pocket
How to Manage Withdrawals From Your Florida Pre-Paid College Program, Bright Futures Scholarship, and Private 529 Plans
Managing withdrawals from Florida Prepaid, Bright Futures, and 529 plans requires a bit of coordination. Here’s how to make it work.
Read MoreRutgers Club of Tampa Bay Election Results
This intrepid group of non-partisan election observers trekked to Santoro’s Pizzeria through a tornado warning and severe South Tampa flooding to validate Rutgers Club of Tampa Bay election results. After a period of due diligence where several ballots were challenged, the panel certified the election and declared the following members the 2021-2022 Rutgers Club of Tampa Bay Board. President…
Read MoreRetirement Rewirement
On my reading list for the holiday week. Getting some insight from retirement income expert Jamie P. Hopkins.
Read MoreCan We Tame The Inflation Tiger?
Do you have questions and concerns about the recent inflation statistics? This video by Lincoln Investment’s Chief Investment Officer, Shashi Mehrotra, can help you understand the current inflation environment.
Read More3 Costly Mistakes You Need to Avoid When Exercising Your Stock Options
Stock options can be a very lucrative form of employee compensation. When I was recruited by a Fortune 50 company for an executive position, options were the most appealing aspect of the compensation package that was offered. Recent initial public offerings (IPO) in shares of companies like AirBnB, Poshmark, and DoorDash have created significant wealth,…
Read MoreYear End Update: Stimulus Checks, PPP, and Charitable Contributions
Here’s a great article in today’s Tampa Bay Times regarding Congress’ year end activity and how it can affect you. Jay Cridlin of the Times quoted my thoughts on year-end charitable contributions. Here’s a link. Tampa Bay Times article
Read MoreVideo: Choosing Between a 401k Account and a Health Savings Account? How to Maximize Your Benefits.
Transcript (00:00): Welcome to the Prudent Retirement Planning Channel. This channel is devoted to those of you contemplating your retirement, visualizing retirement or dreading retirement. If you’re within 15 years of that day, this channel is for you. My name is Chuck Lewandowski. I’m a CERTIFIED FINANCIAL PLANNER™ professional. Today I’m going to address a…
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