Category Archives for "Wealth Planning"

Apr 01

How The CARES Act Could Impact You

With the passing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, I wanted to highlight a few of the critical points that could impact you and your family. Tax Rebates Taxpayers with no tax liability would receive $600, and the amount increases dollar for dollar for those with a tax liability up to […]

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Mar 30

Peace of Mind When it Matters Most

Last week stock markets were in rally mode as the $2 Trillion stimulus bill was passed, and President Trump indicated that some businesses could be up and running by Easter. Trading in the stock markets last week took the stance as if the War against the coronavirus will soon be over.  How do we know?  […]

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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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Aug 15

Understanding Risk; Four Ways to Help Your Wealth Management Plan

There are typically three risk profiles that investors are assigned to within the financial services industry, which is conservative, moderate, and aggressive. These categories are usually defined by an investor’s; Time Horizon – age and when you expect to need assets, Long-Term Goals & Expectations – views of how an investment should perform, Short-Term Risk […]

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Jul 25

Three Factors That Affect Your Social Security Decision

I am often asked the critical question of should I take my social security benefits early or wait until full retirement age or beyond?  Issuing a blanket response or answer to that question can lead people down the wrong path, especially on this subject.  While I believe many people would benefit the most by waiting […]

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Jun 27

Four Ways to Protect Yourself from Ponzi Schemes

I had a friend text me this story about Kevin Garnett, who is yet another high profile athlete or entertainer who has come out on the wrong end of some horrible financial advice (see here and here).  Within the text, my friend asked, “how does this happen to people?”  My response is, as long as […]

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