“Making work optional,” a/k/a retirement, is a common financial planning theme. For business owners, the stakes may be higher than for many because their largest asset is often their business. To maximize the value of this business asset, succession planning is vital. Take a look! Then contact us today to schedule a consultation, to confirm [...]
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One aspiration shared by many of us is the luxury of “making work optional” a/k/a retirement. While this may not be seen as a luxury but rather as a necessity, when you consider that paying for retirement may be the biggest bill of your life, “luxury” may not be overstating this aspiration after all. Our [...]
It may be easy to grasp the importance of managing your risk when it comes to your portfolio—including your IRA and 401(k) accounts. What investors may not be as clear about are the potential benefits of periodic rebalancing of their asset allocations. Simply speaking, rebalancing permits us investors to sell high and buy low. Mckenzie [...]
Tax reporting season can be frustrating because it feels like our wealth is dissipating into the cost of our tax liabilities. If such thoughts cross your mind, here is a positive thought antidote: Use the strategy of dollar-cost-averaging into your portfolio of investments, to help build wealth more quickly. As Mckenzie suggests, this strategy may [...]
Regular money meetings can truly enrich the communication between you and your spouse, or within your primary relationship. Mckenzie has some tips you do not want to miss; take a look! Remember to contact us today for additional perspective, such as that provided on our recent post regarding financial transparency in marriages.
Investors who plan, and focus on implementing their long-term planning to build wealth, do not waste time and energy second-guessing their decisions. Their focus leads to more confidence and yes, likely to greater wealth as well. Jennifer helps you affirm that Confidence is Key. Start a conversation about your wealth-planning goals by contacting us today.
It is easy to feel stressed about your money when the financial markets are gyrating with big swings in a positive direction, followed by bigger swings in a negative direction. What’s an investor to do? It may be time to consider selecting a professional advisor, to help keep your mind at peace and your money [...]
All investors have probably heard that down markets present a buying opportunity. Well, even if you do not have a lot of cash to put to work right now, consider increasing your 401(k) contributions to the maximum allowable. Each contribution you make when markets are lower buys cheaper shares—just like shopping during a good sale!
Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. When the capital markets gradually appreciate, our goals for making work optional—retirement—feel good indeed. [...]
One gift you can give yourself this holiday season is to conduct regular money meetings with your significant other. Take a look!