Mar 06

How Could A Hybrid Retirement Plan Work For You

One of the most overlooked but critical aspects of savings or achieving any financial related goal is determining why you want to save.  That may sound simple, but let me give you an example. Client: I want to retire at 55. Me: Why? Client: I hate my job. Me: What will you do in retirement, […]

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Jan 27

5 Questions to Ask as You Begin Your 2020 Tax Planning

While I often talk to people about how tax planning should be year-round, it obviously gets the most attention at the beginning of the year when tax preparation begins in earnest. Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on 401(k), […]

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Jan 07

Setting Priorities; 3 Essential Factors to Begin the New Year

New Year resolutions and goals are a huge part of ringing in the new year.  And while having goals are important, studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and only 8% accomplish them. So what can you do to help yourself achieve your personal […]

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Dec 03

5 Options on How to Handle Your Year-End Bonus

So, you just received your company bonus check.  Now, what should you do with it? Before you go out and spend it on something that you might regret, have you had a chance to review your wealth planning pie? Your wealth planning pie consists of all your wealth planning priorities, goals, and objectives.  No matter […]

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Nov 04

How to Make the Most of Year End Tax Planning

There should be three times per year when tax planning should be front and center of your overall wealth management plan; Beginning (January/February), middle (June/July), and the end of the year (November/December). Planning at the beginning of the year should be focused on the following; What are your retirement contributions plans?  Are you focused on […]

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Aug 22

Four Components of Retirement Planning

While many of us diligently save each month in an employer-sponsored retirement plan such as a 401(k) or 403(b) or an IRA option such as a Traditional or Roth, do we really understand what we are saving for? While each person will have their unique answer to this question and personal goals, we are all […]

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