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…
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…
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?
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,…
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,…
64% of small business owners on Main Street are confident that they can survive for more than a year. https://a.msn.com/r/2/BB17PA7d?m=en-us&referrerID=InAppShare
Create Your Personal Financial Inventory Your personal financial inventory is important, because it gives you a snapshot of the health of your bottom line. This annual self-check should include: A list of assets, including : your emergency fund retirement accounts other investment and savings accounts real estate equity education savings etc. (any valuable jewelry, such as…
Social Security’s Board of Trustees have released their annual budgetary status of the nation’s largest entitlement program. The challenges confronting the program are no mystery, with different variables undermining the long-term solvency of the trust fund. The key takeaway from this year’s report relating to the Old-Age and Survivors Protections (OASI) – which pays month to month retirement benefits to Americans – reads: “The OASI Trust Fund reserves are projected to become depleted in 2034, at which time OASI income would be sufficient to pay 76 percent of OASI scheduled benefits.” In other words, if…
