Tax Planning & Strategies

Retiring Business Owner? Plan For Succession

If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you wantto build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can…

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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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3 Risks That Every Investor Should Know

People always talk about “risk” in investing articles, but rarely explain what they mean by it. What sorts of risks should I be concerned about when investing and planning for retirement and what can I do about them? In the video below I explain 3 risks that investors should be aware of. Please leave a…

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Retirement Investing & Roth Conversions

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…

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What Higher Interest Rates Could Mean for You

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient in the bullish market. What could go wrong? Inflation, for one, which is why the Federal Reserve has been raising interest rates. As part of its…

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To Roth or Not to Roth?…That is the Question

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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