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Archive for the Financial Planning Category

You’ve Accumulated a Nice Nest Egg. Now Simplify It.

You’ve Accumulated a Nice Nest Egg.  Now Simplify It.

After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now.   When you’re investing for retirement, you have a single focus: building a nest egg large enough to support you for decades.  But as you close in on your goal, you’ll have […]

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Are You on Track for Retirement?

As a financial planner, I receive questions on a daily basis regarding individual’s finances.  While every question is different, ultimately a majority of the questions regarding retirement planning boil down to one of three fundamental questions: Am I on track for retirement? Am I doing the right […]

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Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance.  But as much as I’d like to be able to tell you for sure whether you have enough to retire comfortably, the truth is that one can’t […]

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Do You Have the Right Investments?

The answer has less to do with finding the single perfect stock or mutual fund.  In fact, the key to this question is changing your idea of what the “right” investment really is.   Very likely, many people who ask this question believe that there is one […]

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Personal Financial Records Retention Suggestions

Personal Financial Records Retention Suggestions

When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines.  The purpose of this document is to provide some basic rules of thumb for the retention of personal financial records.  It’s always good to check with your accountant […]

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Should You Pay Off Your Mortgage Early Before You Retire?

Should You Pay Off Your Mortgage Early Before You Retire?

Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy feelings should be weighed against solid financial facts. Whether it makes financial sense to retire your mortgage when you retire depends on many factors in your individual […]

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7 Tax Fundamentals Every Investor Should Know

7 Tax Fundamentals Every Investor Should Know

The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple.  Here are seven fundamentals to guide you through the many points in your life when taxes may play a role in your financial decision-making. Know how your income is being taxed. […]

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2014 Year-End Tax Planning

2014 Year-End Tax Planning

Are you confident you are doing everything you can to minimize your income taxes?  If not, now may be time for a fresh look.  Your tax picture – and the tax law – changes from year to year.  A year-end review can suggest new tax-saving opportunities and […]

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When Should You Take Social Security?

When Should You Take Social Security?

Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover Social Security benefit eligibility and factors to consider when deciding when to take Social Security. The strategies for maximizing benefits can get complex, so be sure to […]

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TAXATION OF RETIREMENT INCOME

TAXATION OF RETIREMENT INCOME

A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social Security benefits, and distributions from pensions, annuities, IRAs and other retirement plans.  It’s critical to understand the taxation associated with each of these income sources in order […]

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