Posts Tagged ‘tax planning’
4 Ways to Reduce or Avoid Capital Gains Tax
Out last Friday Focus was all about real estate…. reverse mortgages, buying, selling, relocating, rentals, and more… 4 Ways to Reduce or Avoid Capital Gains Tax: Now let’s dive into…
Read MoreThe Collaborative – Tax Incentives
Michelle Bertram We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners. I wanted to bring on another specialist today, Clark Stover.…
Read MoreMore than Money – Life Reimagined part 2
Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define…
Read MoreCommon Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”
Pros – Accurate information is important. Investors have access to more information now due to the Internet. Cons – Power through information is weakened since everybody has access to…
Read MoreMore than Money (Part 1)
More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others it’s…
Read MoreCommon Portfolio Wisdom – A GOOD FUND = 5-STAR RATING
Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend changes, the fund’s style and holdings…
Read MoreHappy 4th of July! Celebrating independence and a look at our WHY
Everyone has a purpose, a why they do the work they do and while everyone may define that differently, a core value is usually financial security. This is the ability…
Read MoreWhat is the easiest way to handle a Retirement Plan that was set up through a previous employer?
Just to clarify, a retirement plan with an employer could be a 401(k), 403(b) or Simple IRA. The question on what to do with those accounts when you switch jobs…
Read MoreNIKE, Just do it.
5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this…
Read MoreGet an Integrated Blue Print, aka Business Plan for Life Part 2
5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 2 An integrated blueprint or business plan…
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