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Financial Planning
Checklist |
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Once you've finished with your year-end filing and your return is on its way
to the IRS, take a minute to consider these questions concerning short and
long-term financial goals, IRAs, Keoghs, employee benefits, your children(s)'
education, emergency funds and many others. These planning techniques can
help you decide if the money you have left over is really left over money! |
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Tax Saving
Strategies For Investors |
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Two creative and practical ways to be smarter with investments...The first
this article explains is how to get more out of investment interest
expenses. The second is how to deal with worthless stock by writing it off
as a loss, then keeping it! |
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The Secret Of Creating
Wealth |
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A smart and quick review of George S. Clason's book, The Richest Man In
Babylon. A true secret of building wealth is revealed. |
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Swap Tactic That Lets You
Defer Capital Gains Tax |
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"Like-Kind Exchange" can apply to many kinds of real estate trade-ups.
Section 1031 is valuable to those involved in trading and can also be very
tricky (and costly) if not carefully executed. This article is an
interesting introduction to section 1031 and highlights many of its
advantages along with some important planning tips. |
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Changing Jobs? Don't
Forget Your 401(k) |
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A simple misstep in your approach on how to handle your 401(k) savings can
easily kill half of what you've saved! A simple rollover might be one of the
easier, and more financially rewarding, ways to handle this situation. This
article explains this in greater detail with a very powerful example of how
penalties and taxes can really hurt your plan if not handled correctly. |
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Savings After Inflation and Taxes Calculator |
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Use this interactive calculator to determine how much your savings will be
worth with these two important variables in mind. |
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Interactive Retirement Planning Calculator |
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Do you know what it will take to create a secure retirement? Use this
interactive problem solver to help you create your retirement plan. |
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Credit Card Payoff Calculator |
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Find the best repayment options to pay off your credit card balance. |
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Our Personal Financial
Planning Service |
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Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps
manage risk, improve performance, and ensure the growth and longevity of
your wealth. |
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