Retirement Planning
Tax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read MoreIs -“In it for the Long Haul” – A Legitimate Investment Strategy
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read More3 Goals of Estate Planning, Part 3 – Distributing Assets
We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved ones, if you’re…
Read More3 Goals Of Estate Planning Part 2 – Planning For Incapacity
3 Goals Of Estate Planning Part 2 – Planning For Incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main…
Read MoreFirst Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
Read MoreThe New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
Read MoreKolbe Index
A few years back, my sister and I attended a business training conference where they discussed a personality test that compared different types of vehicles. We were sitting in different…
Read More3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
Read MoreImportant Memo – FDIC Bankers Lack Confidence in the FDIC
The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
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