Are you throwing away free money?
John wants to take home more money. His company wants to give him free money, with a catch… He would have to take home a little less money. What would you do?
Read article Will your bills stop if you get hurt?
Don’t be like John. Just because you are young and healthy now, doesn’t mean it will always be like that.
Read article Its just me… Why do I have to pay more taxes?
Should John increase his exemptions to bring home more money, or should he pay Aunt IRiS?
Read article Make money now or learn to make money for later?
In this episode, John has a tough decision. Should he follow his heart and take the short money or should he follow his mind and wait for future money with more growth potential? Let’s find out.
Read articleCan giving really increase your wealth?
What if you could have more money for yourself and for your children BY GIVING to charity? We asked ourselves this question in light of our clients regularly donating to charity. Boy were we surprised when we found out that we could!! Over the years, we met with over 100+ estate attorneys and accountants to…
Read articleImagine a Happy Meal…
Imagine you and your loved one ate at McDonald’s everyday… Three (3) times per day paying $5 per meal. How much would that cost you over 20 years? Let’s do the math: 2 people x 3 meals @ $5 each = $30 $30 x 365 days = $10,950 $10,950 x 20 years = $219,000!!! Have…
Read articleYou are more than Stocks and Bonds
As our logo states, we go beyond stocks and bonds by managing wealth to protect the lifestyles, assets and needs of our clients. iPlan. Do You?
Read articleWasting Time…
Such a common phrase heard and spoken more than one can count. And for many, no words could be truer!!! After tackling one obstacle after another to achieve the American Dream, you would think that wasting Time is not an option. Then why do so many of us do just that? While raising the family,…
Read articleHow Tax Planning can help increase savings
If you could keep more of your earnings by paying less taxes, would you? You are not alone. If asked, most taxpayers feel over-taxed. But did you know by working with a Financial Planner you could lower your taxes and save more $. The objective of Tax planning is to identify how income is taxed,…
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