Will you reassess priorities for 2021?
What are all your experiences, heartaches, memories, and trials worth to you? To others? Are you up to the journey for 2021? What are your plans to forge ahead?
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January is the time to make your fiscal fitness resolutions for 2021. Most promises we make to ourselves will be a memory by February. Want a fiscal fitness head start and get 2021 going STRONG on the right foot? Here are 9-steps:
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If you’re worried about taxes (and who isn’t?), consider these ideas for 2020 and beyond. The RIA annual tax planning guide has lot of helpful tips.
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We are in the throes of Medicare open enrollment season. What is the Great Medicare Mistake? Let’s explore what it is and how to avoid it.
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Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
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Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
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We are in the winter of household finances. The “Fourth Turning” is upon us, as we explore how to navigate an uncertain future and maintain financial stability.
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There are 5 ways financial friction destroys wealth. What you need to know.
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Should you do a ROTH IRA conversion, take money out of your 401k plan, delay an RMD. These are all the questions, and more, we are answering this week in Financial Planning Corner.
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Russell Napier’s classic tome “Anatomy of the Bear” is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.
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If as households we do crumble financially yet another time, will this ‘outlier’ event finally teach us a valuable lesson? How many Black Swans must we endure to work diligently, effortlessly, to shore up our family’s finances?
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It seems like the sky is falling, it always does when we get into one of these environments, but fret not we’ve been here before. The question is what will you do different this time around?
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On the road to personal financial milestones, investors aspire to reach multiple destinations that are important to them – whether it’s saving for a college education or retirement, we all seek to assess the risks. Here’s three to avoid.
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Why Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.
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Retirement care analysis is a deep dive into the overall retirement planning process. Unlike income planning, retirement care planning requires us to face our inevitable physical limitations and the toll it can have on personal finances along with the negative ripple effects on wealth and health of loved ones.
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Why Dave Ramsey is right, but also VERY wrong about the use of Permanent Life insurance in your financial and retirement planning process. You could be leaving a LOT of tax-free income on the table for your retirement.
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With the passage of the SECURE ACT and the death of the STRETCH IRA there has been a lot of noise about HSA’s. You can use an HSA as an investment vehicle and get a triple tax benefit.
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Super Savers are a special breed.They are not concerned about keeping up impressions; they exist outside the mainstream of seductive consumerism. Call it a mindset. Whatever it is, those who fall into this category or save 20% or more of their income on a consistent basis are members of an elite group who strive for early financial independence.
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You may have more in common with Kobe Bryant and Chandler Parsons that you know. No one expects the worst to happen, but not being prepared can be devastating to your families future financially.
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The higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human; when it comes to money and emotions our brains are no smarter than a lizard’s.
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Financial planning corner is a weekly topic on everything related to Financial planning. From maximizing social security, doing the right things for Medicare, and how to pay less in taxes today and in retirement.
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“A reader lives a thousand lives before he dies… The man who never reads lives…
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REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin…
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Happy New Year from RIA Advisors Planning Corner! As we wind down the holiday season…
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All you need to know about the SECURE ACT, a Required Minimum Distribution reminder and…
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Like a thief in the night, in a rare bipartisan agreement, Congress passed the Setting …
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What are your ghosts? Ghosts of the past are notorious for creeping into the present,…
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