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Protecting Your Wealth in Retirement
RetirementProtecting Your Wealth In Retirement We are pretty far along in creating an optimal plan that aligns your finances with your ideal retirement! We’ve created a long-term cash flow, tax and investment strategy, but the odds are extremely low that the initial plan you develop will play out the way it’s currently constructed – there […]
Understanding Capital Gains Tax of Property
TaxesUnderstanding Capital Gains Tax of Property Real estate can be a powerful wealth-building tool – if you understand how to use leverage and manage your tax liabilities responsibly. One reason for this is that capital gains taxes are different from the taxes imposed on ordinary income. Below, I’ve outlined a few of the different aspects […]
How Often Should I Rebalance My Portfolio to Diversify My Investments?
InvestmentsHow Often Should I Rebalance My Portfolio to Diversify My Investments? Investors sometimes make the mistake of forgetting to rebalance their investment portfolio. However, professional investors resist the temptation to “set it and forget it.” They understand that risk tolerance and asset allocations change with time. Regular rebalancing of a diversified investment portfolio is different […]
What’s the Difference Between Profit Sharing and a 401k?
401Ks and IRAsWhat’s the Difference Between Profit Sharing and a 401k? Retirement planning can be complicated. Every employer is different, and every employee has a different dream for how they’ll spend their golden years. Let’s start by looking at some important retirement planning terms: Defined Contribution Plan. This type of retirement plan is funded as the employee […]
Documents Needed For Your Retirement Plan
RetirementDocuments Needed For Your Retirement Plan In a recent blog post titled, “At What Age Can I Retire,” I discussed the process of visualizing your retirement as the first step towards having a solid retirement plan. Now that you know how you would like to spend your retirement, the next step is to determine if […]
How Conservative Should I Be As I Get Closer To Retirement?
RetirementHow Conservative Should I Be As I Get Closer To Retirement? Money management guru and famed financial presenter Robert Kiyosaki is often quoted as saying “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” His statement is […]
What’s The Difference Between Passive And Active Management?
InvestmentsWhat’s The Difference Between Passive And Active Management? With the ultimate goal of achieving high returns, investors choose between active portfolio management and passive portfolio management. While these terms may sound unfamiliar to you, they are broad concepts that are easy to understand. So what is the difference between passive and active management? Both active […]