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CEC Interview at AICPA Conference

Insurance Planning

Be Ready For Retirement When You Reach Your Magic Age

Retirement means different things to different people. Perhaps you may be transitioning from a full-time career to part-time work. Or maybe you have plans to spend more time with family, travel the world, or hit the golf course with more frequency. Point is, you need to outline what a happy and fulfilling retirement looks like for you…and everybody is different!

“Dirty Dozen” Tax Scams to Watch For

From Patrick Doherty, CFP®

Why women will fall short in retirement, even if they wait until age 67

Women hoping to retire by age 67 face a tough choice: sock away more cash now or delay retirement even further.

Those were the findings from a recent survey by Aon. The retirement consulting firm analyzed the 2017 records of 1.3 million individual savers, along with data from the Bureau of Labor Statistics.

Perspective for a Frantic Family Guy (Podcast)

By Byron Moore, posted March 27, 2019

The following segment first aired on KEDM 90.3.

Does your life seem stuck? What's the problem?

Click above to play/pause audio.

 

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Planning for the New Normal Retirement

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

Earnings for All Seasons

While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season, and why is it important?

What's Estate Planning and How Do I Do It?

Let’s get to the point 

What is an estate? Essentially, everything you own. 

So, what’s estate planning? Essentially, controlling where all those things go after you pass away. Instructions on where/ to whom your possessions will be going. But, it’s also so much more than that. 

12 Signs During Tax Season That Clients Need Help with Charitable Planning

By Ken Nopar, Senior Philanthropic Advisor

Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.

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