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Creating Your Retirement Plan
RetirementCreating Your Retirement Plan Everyone has heard the old adage, “Failing to plan is planning to fail,” and when it comes to retirement, this statement couldn’t be truer. Without having a properly formulated and well thought out plan in place, you can lose thousands of dollars by selecting the wrong social security strategy, paying unnecessary […]
Creating Your Personal Financial Statements
RetirementCreating Your Personal Financial Statements When constructing your financial plan for retirement, there are some key financial statements that you will want to draft prior to performing an analysis of your situation. Most of us are familiar with a personal balance sheet and income statement, which track your net worth and monthly or annual cash […]
Should I have a Financial and/or Medical Power of Attorney?
Finance & accountingShould I have a Financial and/or Medical Power of Attorney? If you trust someone to make important decisions on your behalf–manage your finances or medical care–you can use a Power of Attorney (POA) to empower them to act without requiring your direct input and approval. This legal tool can be used to designate someone as […]
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 […]