Now that we have an updated tax code, what should you expect from the markets and the economy overall in the coming year? It’s always been true that changes to the tax code create unexpected benefits and consequences. This time will be no different. Tax code changes Prior to reform, the U.S. corporate rate was …
financial planning
Five Investing Traps to Avoid
We all know somebody who thinks they’re the smartest person in the room. They know the best vacation spots, the hottest bands—and the best wealth building ideas. But just because they know the difference between echidnas and enchiladas doesn’t mean they’re a financial wizard. Chances are you’ll run into one of these people at a …
Who Needs Friends?
I remember the time my sales training coach said, “We are not trying to make friends. I got all the friends I need. What I need is more clients.” He was urging us to be more direct in asking a prospect to buy our products. Like a lot of people, this was challenging for me. …
Planning for your financial goals
Most folks don’t have a financial goal at all. Many feel their true financial goals are unrealistic, or they don’t see a path to achieve them. But putting goals into words can be the first step toward a sound financial future. For years, I’ve been told that simply writing goals down on paper can be …
How do I know if I can retire?
Once upon a time there were jobs that could sustain you for your entire working life. Many of those jobs had valuable pension plans. If you worked there for 30 years, you could quit, take the pension and pay all your bills without having to work another day in your life. It’s just not that …
Counting Down to Retirement
In order to be successful in retirement start early and count it down carefully.
10 Years Out from Retirement
When you get within 10 years of your target retirement date, it’s close enough to be real. Read Full Article