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10 Tips and Tricks for Small Business Succession Planning

Uncategorized

by admin | Dec 23, 2020 | Uncategorized

  As a small business owner, you know what it’s like to wear many hats. The buck stops by you. Depending on your personality and drive you may be a great delegator or perhaps you need to work on getting the proper...
So You Received a Bonus in 2020. How Should You Spend It?

So You Received a Bonus in 2020. How Should You Spend It?

Personal Finance

by admin | Dec 20, 2020 | Personal Finance

Ok, so before you pass go, I need to share my approach when it comes receiving/earning a commission check, referral fee or bonus. I recommend putting aside 25 percent of the money. The tax obligation could be more or...
10 Tips for Investors Getting a Late Start on Retirement Savings

10 Tips for Investors Getting a Late Start on Retirement Savings

Retirement

by admin | Dec 9, 2020 | Retirement, Uncategorized

  Time…Could've, Should've, but didn't get more of it working for my investments. Now What?  Just about everyone agrees that the best time to start saving for retirement is as early as possible. Why is that?...
Do Good and Save Taxes in Retirement: QCD, a not so well known tool to help with RMDs tax liability

Do Good and Save Taxes in Retirement: QCD, a not so well known tool to help with RMDs tax liability

Retirement

by admin | Nov 9, 2020 | Retirement, Taxes, Uncategorized

Making a difference and saving money never felt this good For many retirees the term Required Minimum Distribution (RMD) may not evoke positive feelings. Simply because the government forces them to take money out of...
Paying Off Credit Card Debt With Your 401K

Paying Off Credit Card Debt With Your 401K

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by admin | Oct 9, 2020 | Uncategorized

Should We Use Retirement Savings to Pay Off Credit Card Debt? Someone experiencing financial and personal hardship may need to consider various options of staying afloat and ways to pay the bills. The option of using...
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