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Beware: The COVID-19 Scammers are Loose.

IRS Coronavirus resoures

April 6, 2020

IRS Creates a Coronavirus Site

IRS Coronavirus resoures

March 18, 2020

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

The SECURE Act Is A Financial Planning “Game Changer”.

This major change will bring in $15.7 billion in tax revenue by 2029, according to the joint committee on taxation in their report on the bill, H.R. 1994. And, guess whose money they want? Yes, yours.

February 26, 2020

The Stretch IRA is Gone. Now What?

The SECURE Act has changed the game, especially for parents who were planning on leaving substantial nest-eggs to their kids, with the elimination of Stretch IRAs. Uncle Sam may be the biggest beneficiary.

February 8, 2020

Think Giving To Charity Steals From Your Heirs?

Giving to charity doesn’t have to mean your kids get less. You might be able to make everyone happy… except Uncle Sam.

February 3, 2020

What You Should Know About The SECURE Act!

The SECURE Act contains quite a few changes that impact both individuals and business owners.

January 20, 2020

The One-Way Buy-Sell

Typically, small business owners are the active managers of their businesses, are heavily invested in their businesses, and generally rely on a small number of important accounts and suppliers. Also, in most, if not all, cases no secondary market exists for easy valuation and quick disposition of ownership.

January 13, 2020

Losing A Spouse Can Be Expensive…

Few people think about this – and I wish I could be the smart guy that thought of this for this post, but I wasn’t . It’s something called the widow’s penalty tax; it affects the surviving spouse.

January 6, 2020

Financial Planning for Special Needs Children is Different!

According to Financial Planning magazine, more than 5% of school-age children are diagnosed with a disability of some type

December 9, 2019

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Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

The REAL Cost of Luxury

Jim's Money Blog

Protecting Wealth from Inflation

July 15, 2024

We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.

Key Retirement Milestones

June 25, 2024

Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.

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