Blog
WHAT IS HAPPENING WITH CPI AND INFLATION?
Everyone wants inflation to go away, or at least shrink back to below 2%.
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2022 MEDICARE VS MEDICAID
If you’re confused about the requirements and benefits of Medicare or Medicaid, you are not alone. Both Medicare and Medicaid are health insurance programs sponsored by the government. However, there are big differences between...
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FIVE MOST OVERLOOKED TAX DEDUCTIONS
Who among us wants to pay the IRS more taxes than we need to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible.Let’s take a quick look at five most...
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5 STEPS TO INVEST SMARTER DURING TURBULENT TIMES LIKE THESE
Learn how to invest smarter in turbulent times like these so you can work toward living a life of freedom and fulfillment.
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HOW WOMEN CAN PREPARE FOR RETIREMENT
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. Today’s average 65-year-old woman will live to...
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DOES YOUR CHILD NEED TO FILE AN INCOME TAX RETURN?
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?
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MARKET PERSPECTIVE
Inflation at multi-decade highs, Fed tightening, growth scare, Covid19, supply chain concerns and the Ukraine situation are all pushing and pulling on the economy.
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HOW TO JUMPSTART YOUR FINANCIAL PLANNING FOR RETIREMENT
The idea of retirement evokes a mix of emotions, including excitement and apprehension. You may be wondering how early you can realistically retire, how much it will cost, and whether you’ll have enough to sustain your lifestyle...
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5 KEY TIPS TO ALIGN YOUR FINANCES AND PURPOSE IN LIFE
Key Tips to Align Your Finances and Your Purpose in Life 1. Learn How Investing Works 2. There are 2 Different Worlds of Investing 3. Align Your Financial Planning & Investment Portfolio 4. Stop Chasing Money
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MANAGING AN INHERITANCE
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered...
Read More20 THINGS TO DO AFTER A LOVED ONE PASSES AWAY
Most people aren’t sure what to do after someone dies and the funeral takes place. With so many questions and a myriad of details to take care of, it’s easy to get overwhelmed at such an emotional time. As you review...
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BIG QUESTIONS YOU NEED TO ASK WHEN YOU INVEST
Do you want to feel confident about money? Do you want to worry less? There's a lot of information out there about investing and frankly, most of it just creates confusion and worry and lack of confidence or peace of mind. Most people...
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FAMILY MONEY CONVERSATIONS: 4 STEPS TO DEFEAT YOUR MONEY FEARS
Throughout our childhood and early adulthood, we all subconsciously adopt beliefs, stories, attitudes and assumptions about money. These inner thoughts become our reality, and though we may not recognize it, they heavily influence many...
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INVESTING PEACE OF MIND: 20 MUST-ANSWER QUESTIONS
What is investing peace of mind? It’s the confidence and security of knowing you can live the lifestyle you desire and also retire. If you’ve reached a point in your life where you want to get serious about your retirement,...
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THE 3 DIMENSIONS OF WEALTH - FINANCIAL
The skillful blending of the three dimensions of your wealth - Financial, Personal and Social allows you to build a legacy of your values, influence, and money so you can truly make a difference in the world. Take a moment to think...
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THE REALITY OF GENERATIONAL DISCONNECT
Generational differences exist in all families. Every generation develops its own style of expression, methods for handling conflict, and values. Even tech-savvy parents are likely to feel that virtual connecting and 24/7 technology...
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HOW TO DISCOVER YOUR TRUE PURPOSE FOR MONEY
“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We...
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RESTRICTED EXECUTIVE BONUS ARRANGEMENT CASE STUDY
RESTRICTED EXECUTIVE BONUS ARRANGEMENT, THE CLIENT AND CONCERN John Smith, sole owner of ABC, Inc. wants to offer some additional employee benefits for Mike Star, his top salesperson that can provide life insurance protection for...
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USING FAMILY LIMITED PARTNERSHIPS
A Family Limited Partnership (FLP) is a limited partnership that families use to manage family enterprises and other family investments. The FLP has two classes of partners—general and limited. The general partners retain...
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THE FINANCIAL ADVISOR MEETING CHECKLIST EVERYONE NEEDS
Some of us like tracking our investments on a fairly regular basis. Others prefer not to think about their savings, and only want their financial advisor to reach out if there’s something they need to know about. Regardless of...
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