Charitable Giving in Your Financial Plan
As you grow your wealth, you may find the desire to give back. That’s where charitable giving comes in. Charitable giving can allow you to support causes and organizations you believe in while reducing your income tax, capital gains, and estate taxes. Here are several ways to incorporate charitable giving ...
College Planning as Part of Your Financial Plan
While there’s no obligation to pay for your child’s or grandchild’s college education. Helping them fund some or all of it can allow them to avoid overwhelming amounts of student loan debt. It can also help them to begin adulthood on the right foot. Here are some tips if you’re ...
Budgeting for Travel in Retirement
If you love to travel and immerse yourself in new cultures and experiences, there’s a good chance you’re looking forward to traveling in retirement ...
The Do’s and Don’ts of Reducing Debt
According to one study, the average American has $90,460 in debt, which includes all types of consumer debt, such as credit cards, personal loans, and car loans ...
The Impact of Inflation on a 401(k)
In simple terms, inflation is the rate at which the cost of goods and services rises. Due to inflation, it costs more money to buy groceries, gas, or anything else than it did in the past. Inflation can also affect your retirement savings as stocks, and other investments don’t automatically ...
Year-End Planning Part 2
The challenges we face push us to progress. “The only guarantee, ever, is that things will go wrong. The only thing we can use to mitigate this is anticipation. Because the only variable we control completely is ourselves.” ...
Year-End Tax Planning
"Your life journey is about learning to become more of who you are and fulfilling the highest, truest expression of yourself as a human being. That's why you're here.". - Oprah Winfrey This is a significant part of our journey on this earth. We explore. We experiment. We fail. We ...
Winning with Real Estate Part 2
The U.S. Navy SEALs have a saying: "Get comfortable being uncomfortable." If you can be comfortable being uncomfortable, you'll be prepared to handle whatever situation comes along in your own life. Now, you don't have to subject yourself to the extremes these individuals do, but progressing in any part life ...
Winning with Real Estate Part 1
Richard Kiyosaki, author of the best seller of "Rich Dad, Poor Dad" typically states that there are three sides to every coin (Heads, Tails, and The Edge). Your ability to understand contrasting points of view and your ability to glean what information you believe to be valuable from each side ...
