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Should You Own Less Stock as You Near Retirement?

Should You Own Less Stock as You Near Retirement? Many older investors are often confused as to what to do when it comes to owning stock in retirement. Unsure if investment portfolios of stocks should be purged altogether or if they should accept the risk. Financial planners have traditionally advised that the older you [...]

By |March 28th, 2016|News|0 Comments

Betting Against the Buck Easier Said Than Done

Three Strategic Responses to the Declining U.S. Dollar With the U.S. dollar on the decline, it’s only natural that a degree of panic has set in for anyone that holds a lot of assets denominated in dollars. If this sounds like you, stay calm and read this recent article by John Wasik published by [...]

By |March 28th, 2016|News|0 Comments

To Avoid an IRS Audit, Steer Clear of These Red Flags

Are You at Risk for an IRS Audit? Each year, millions of individuals, married couples, and businesses submit tax returns to the IRS. Because the IRS is the recipient of so many tax returns, people often mistakenly believe they have little to no chance of being audited. But the IRS has actually established filters [...]

By |March 28th, 2016|News|0 Comments

Investing for Life: Marriage and Money — Making It Work

Money-Related Matters to Discuss Before You Say “I Do” New financial challenges come at all stages at life but it’s important to have all of your ducks in a row when entering a marriage and sharing your finances with your spouse. A lack of communication when it comes to finances can put significant strain [...]

By |March 28th, 2016|News|0 Comments

The Comprehensive Safety Review™

To Improve Your Comprehensive Written Lifetime Financial Strategy, we review every kind of insurance annually and: Recommend the right kinds and amounts of insurance, Be sure there are no “coverage gaps” which might endanger your comprehensive written lifetime financial strategy, and See what, if anything can be done to reduce premiums.

By |March 28th, 2016|Project|0 Comments

The Goal Blueprint™ A Written Strategic & Tactical Plan

We commit to establishing a specific funding plan, in writing, for every goal you set, and Will contact you proactively, prior to every goal date, to give you the “game plan” for the recommended funding for each of your goals, and We agree to update each of these “goal blueprints” annually prior to your [...]

By |March 28th, 2016|Project|0 Comments

Comprehensive Estate Planning Services*

We will ensure that you review your estate plan annually and discuss updates to your estate plan if: Your estate circumstances have changed, Your desires about your estate have changed, The estate tax laws have significantly changed, and Once every five years we will ensure you have an Estate Planning Attorney review your plan with [...]

By |March 28th, 2016|Project|0 Comments

Income Tax Projection, Review and On-time Filing*

Income Tax Projection: An income tax projection will be prepared for you before the end of each calendar year, while there may still be time to prepare or take actions. During the last two months of each year a Tax Subject Matter Expert will do serious income tax planning for you with two objectives in mind: [...]

By |March 28th, 2016|Project|0 Comments

Asset, Money, Cash Reserves and Debt Management

Asset Management and Cash Reserves: We will recommend and work with you to establish an adequate (specific) recommended cash reserve amount to handle unexpected financial issues and contingencies that come up in life. This involves establishing a debt elimination plan, if ever you incur debt. Buying or refinancing a house or any other major purchase [...]

By |March 28th, 2016|Project|0 Comments

Informative Client Progress Reports

Delivery of a progress report to you. This simple summary of your assets is designed to show you the progress you are making bench-marked against the goals you have set for yourself. Comparison of the change in value of “Growth Assets,” in dollars since your last progress meeting, rather than measurements defined by percentage [...]

By |March 28th, 2016|Project|0 Comments
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