In a perfect world, logic would always guide our financial decisions. Emotions wouldn’t come into play. But we don’t live in a …
Unlock The Hidden Power Of Your Goals
“If you aim at nothing, you will hit it every time.” – Zig Ziglar That’s true for most aspects of life, including our finances. …
Continue Reading about Unlock The Hidden Power Of Your Goals
Why Medicare Should Be Part of Your Retirement Strategy
The premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you …
Continue Reading about Why Medicare Should Be Part of Your Retirement Strategy
Understanding Taxable Events and your Retirement Accounts
What triggers a tax liability for an individual or a trust? What can I expect to pay in taxes and when can I expect it? How can I …
Continue Reading about Understanding Taxable Events and your Retirement Accounts
Control, Change, and Hope
The Only Thing Constant is Change, and What we can DO About it by Stacey MannI am a control freak. I admit it. My personality …
Paradigm shifts (and how to keep up)
Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows …
Is the sky really falling?
Certainly you saw the headlines: “Record Economic Plunge”1 “Second-Quarter GDP Plunged by Worst-Ever 32.9%”2 “U.S. …
Economists hate this one weird trick + some good news
We’ve been enjoying time at home. With everything going on around the world, we are grateful that we’re safe and well. I hope …
Continue Reading about Economists hate this one weird trick + some good news
Legacy Planning Post-Tax Reform
Part 1: Let Me Count the Ways 5 Questions for Non-Taxable Estates MARKET TREND: Higher estate tax exemptions may lead …
Powerful Ways to (Simply and Legally) Reduce or Eliminate Taxes
As a country, we are in a financial condition that requires increased tax revenue, and this upward pressure on taxes is not going …
Continue Reading about Powerful Ways to (Simply and Legally) Reduce or Eliminate Taxes