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Posts Tagged ‘retirement’
A SIMPLE Solution to Help Business Owners Invest For Their Future
If you are like many small business owners, you are concerned about saving enough for retirement. You may have had to use your business profits or money set aside for…
Read MoreManaging the Taxes on Your Retirement Income
Different types of income are taxed in different ways. This can make a large difference in the amount of tax you pay. Drawing on income from multiple sources can reduce your tax burden.
Read MoreLooking Ahead to 2022
Welcome 2022! The new years brings us into a transition phase as we begin to come out of the pandemic. There are some challenges but also some opportunities. Our lives…
Read MoreSingle People Have Special Planning Concerns
Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the…
Read MoreTrapped by Routine
Do you ever feel trapped by your routines? I have clients that recently had this experience. On the positive side, routine helps us accomplish essential activities such as going to…
Read MoreEnergy Efficiency in Your Financial Plan
One of the coolest cars I’ve seen that still sits in the Guinness Book of Records is the Duke University student built car called Maxwell. This 44 pound, three-wheeled car is…
Read MoreLooking Ahead to 2021
The new year has given the news outlets plenty to write about! There is continuing political conflict of the impeachment hearings, Covid-19-20-and-now 21 that drags on, and stock market financial…
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