Important Paperwork Checklist
Important Paperwork Checklist Certain documents ensure your ability to assist your loved ones in a medical or financial emergency. They can also ease the distribution of your estate. You should create [...]
Important Paperwork Checklist Certain documents ensure your ability to assist your loved ones in a medical or financial emergency. They can also ease the distribution of your estate. You should create [...]
Health and Wealth Are Connected You should make caring for your health part of your focus. After all, your health and wealth are connected. In fact, the American Journal of Public [...]
September 2021 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
Selling Your Business To Fund Retirement Selling your business to fund retirement shouldn't be your only retirement plan. Owning a business is the American dream come true. It brings well-deserved feelings [...]
Managing Debt Before Retirement Managing debt before retirement is crucial. Carrying consumer debt in retirement can quickly reduce your monthly cash flow, or mean is you have to withdraw from retirement [...]
One Simple Word If you have a fixed annuity, you get a fixed rate of return. If you add one simple word, "indexed", you create a fixed indexed annuity. In other [...]
The Social Security Tax Trap Retirees face multiple income traps. Many will see a portion of their Social Security income make its way onto the taxable income line of their 1040s. [...]
Is Your HSA Working For You? If you have a Health Savings Account (HSA) option, the benefits are worth the investment. The tax benefits magnify the advantage of investing in, say, [...]
August 2021 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
The New Funny Money Cryptocurrency and bitcoin are the new funny money. Specifically, it's a form of digital payment exchanged online. Many companies issue their own currencies (tokens) which are only [...]