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Keeping Your Strategies Agile

Once you retire or partially retire, your investment strategies may require revisions. Perhaps this year you are in a low bracket, and it would be more ideal to withdraw money from your IRA and pay the tax. In a later year, you may be in a higher tax bracket and...

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The Tax Bite: More Strategies

The Tax Bite: More Strategies

In my last blog, I wrote about the importance of ensuring that your wealth stays with you and suggested some strategies to ensure that taxes don’t take too big a bite out of your wealth. Here are some additional strategies: Municipal Bonds Municipal bonds are another...

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The Tax Bite: Some Strategies

The Tax Bite: Some Strategies

One of the greatest challenges to the accumulation of wealth is taxes. Investors must always be conscious of the effect taxes have on their wealth accumulation and do what they can to minimize those taxes. Tax-Efficient Portfolio Structure Investors should strive to...

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Risk

Risk

Regardless of how wealth is created, it takes foresight to avoid losing that wealth. Business owners often have much of their net worth tied up in their company. The same is true for successful employees who have received equity in their company. Over time, the...

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Finding an Advisor: Red Flags

Finding an Advisor: Red Flags

How do you choose a qualified advisor you can trust to act in your best interest? I think it is difficult. The good news is that there are many advisors who are client-focused. When choosing an advisor, see whether they are asking questions with the goal of doing...

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Making a Financial Plan

Making a Financial Plan

Most of us understand the principle of collaboration. We use a fitness coach for exercising, and we see a physician for health care. We also often turn to specialists on matters involving our financial lives. The CPA does our tax return, we work with an insurance...

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Planning for an Unknown Future

Planning for an Unknown Future

I was never willing to settle for a job. I always took the long-term view that if I was going to be doing something for 40 years, I had better enjoy it. Successful people become successful because they have found their perfect niche—something that they are good at...

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Moving to a Retirement Mindset

Moving to a Retirement Mindset

Young people tend to think about such things as starting a family, buying a house, saving for the kids’ college, and advancing in their careers. They are looking for enough income not only to overcome inflation but also to fulfill their expanding ambitions. They have...

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Retirement Tidal Wave

Retirement Tidal Wave

If you are thinking about retirement, you are not alone. A tidal wave of retiring baby boomers is washing ashore, and that momentum will pick up speed in the years ahead. The United States will have more retirees whose Social Security payments will be supported by...

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The Emotions of Retirement

The Emotions of Retirement

Retirement is about so much more than money. So many people are hopeful that they can consult to help get them through retirement, or they assume that they will save enough to reach their goals during the last few years they are work. But the more likely scenario is...

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