Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m
There isn’t a morning I wake up that I don’t think about the responsibility on my shoulders that comes with managing over $200 million of my clients’ money. Whenever I sit through a new presentation from an investment manager or hear the latest and greatest ideas from industry professionals, I ask myself, “Will implementing this idea add value to my client’s situations or is it just noise that
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.
Ladies, it pains me to tell you that we are more confident in our ability to follow a budget than to invest our money and allow it to work for us. Many women handle the household finances, including preparing and following a budget, but according to a recent study by BlackRock, only 38% of U.S. women invest in the financial markets and more than half (55%) say investing is not for "people like
Spring is in the air, which for many means waking up from hibernation and cleaning out the clutter. Don’t forget about clearing the cobwebs from your “financial house,” too! Even if you recently took a look at your finances as you prepared for tax season, here are five areas that could use your attention.1. Dust off your credit report and scoreIf you’re concerned about identity theft or you’re
Have you ever wondered what other creative business owners are doing differently to defer taxes and save for retirement? No, I’m not talking about a 401(k), SIMPLE IRA, or a SEP. I’m talking about a plan that affords you the opportunity to take advantage of large tax and retirement limits that aren’t typically available in traditional retirement plans.