Archive for August 2018

Wills Are For Everyone

When legendary singer Aretha Franklin died of advanced pancreatic cancer at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now that $80 million estate of the intensely private Queen of Soul is about to become very public and possibly very taxing for her…

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Are You Really Ready to Retire?

Deciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show can help listeners answer that question for themselves by providing them with eight…

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Correcting The Ship When There’s a Market Correction

After experiencing an extraordinary run for the market, February 2018 proved to be a stark reminder of market volatility with the Dow dropping by more than 2,000 points in a 4-day period. Such an event reminds us that when planning for retirement, market volatility is still a force we absolutely need to consider, because such…

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10 Ways To Make Your Money Work

There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already here.…

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The “Tax Time Bomb”

The wealthiest investors I have worked with have larger Roths or larger post-taxed accounts than they have in qualified, tax deferred accounts.  The “Tax Time Bomb” is something you hear me talk a lot about at my seminars and on the radio.  We are trained to put as much money as we can away as…

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Wealth and the Trump Effect

The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment has increased only slightly throughout the last year (excluding oil and gas, which are highly volatile).1 This begs the question — how much impact do…

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Building Blocks for a Rock-Solid Retirement

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

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