Year-End Financial Review
Year-End Financial Review It’s the end of November, and I hope you had a great Thanksgiving! Now the time is ripe for your Year-End Financial Review. Many people look at their [...]
Year-End Financial Review It’s the end of November, and I hope you had a great Thanksgiving! Now the time is ripe for your Year-End Financial Review. Many people look at their [...]
The 2021 Estate Tax Exemption Every year the federal government decides how much of your estate isn't subject to taxes when you die. This year, thanks to inflation, the 2021 estate [...]
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, [...]
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 [...]
lL Long-Term Heathcare Crisis in America Here’s the odd thing: people are living a long time; average life expectancy is nearly 80 years in the US. I [...]