What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE: Special Rule for Retirees (Part 1)- Create an Impenetrable Safety Net. We’ve already discussed the importance of having cash reserves enough to cover unexpected occurrences (Rule: Avoid the Cardinal Sin of Investing), but […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE: Build the Perfect (Trifecta) Retiree Financial Statement. When you reach retirement, if you had the perfect financial statement, what would it look like? This is a topic most people never consider. People tend […]
On December 22, 2017, President Trump signed into law the most wide-sweeping tax reform of the past twenty years…The Tax Cuts & Jobs Act. Virtually every taxpayer will be affected so I interviewed one of my partners, Michael Wagner, CPA, CFP® about a couple of strategies you can implement to take advantage of the new […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Success in Investing Investing does not have to be complicated. If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program. RULE: Avoid the […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Success in Investing Investing does not have to be complicated. If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program. RULE: Choose the […]
Few of us take the time to stop and take stock of our lives but if you take a moment to reflect, you will find that you, in fact, accomplished quite a lot this past year. But did you achieve your full potential? Like many people, you probably have not. It’s likely that your full […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Over the past few weeks, we focused on how you can create success in the area of health by eating healthy using a simple eating plan and improve your heart health with an efficient […]
Well, they did it. The Republicans (alone) passed the most comprehensive rewrite of the income tax code in thirty years (waiting on President Trump to sign into law). With very little time left in this tax year, here are the things you should consider doing before year-end in order to take full advantage of the […]
I am often asked which is the smarter investment, a Traditional IRA or a ROTH IRA? As with so many things, the answer is, “It depends”. In making your decision, let’s look at several key differences in the two retirement plans: Tax benefits. One of the primary benefits of investing in a Traditional IRA is […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. SUCCESS IN HEALTH “A man with good health is a man of 1,000 dreams; A man with poor health is a man with but one dream”. Success is not all about money. Think back […]