It’s not just another new year but a new decade! Typically, each year as we move into a new calendar year the IRS adjusts contribution limits to retirement plans to account for inflation.
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Financial Planning for families and individuals with special considerations can be challenging. There are some great tools to help but finding time to learn about them can be difficult, even on a good day.
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In my opinion, everyone needs a resource when it comes to financial planning. Notice, I use the phrase “resource”, and recognize that you probably have one whether you realize it or not.
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“How much money do I need to retire?” This seems to be the most common question that comes up in developing a retirement plan, but is this the right question to ask?
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When you reach retirement, it can be helpful to break out your expenses in two different categories: needs and wants. The idea is to match up guaranteed income sources to provide an income stream that will take care of your fixed “needs”.
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Labor Day Weekend is over and it’s almost time to pack up the lawn games and gardening tools. While we transition from a season of cleaning up around the house and enjoying the sun, it can be a great time to get serious and dive back into many aspects of our lives to finish the year strong.
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The 2019 golf season just wrapped up recently and Rory McIlory lifted the FedEx Cup honoring the best golfer over the course of the year.
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Equity compensation can be extremely lucrative and a huge aid in building long term wealth, but these plans can also be extremely complex to navigate and, if not handled properly, can derail retirement plans very quickly due to risks involved with single stock concentration.
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Although taxes may not be the most exciting topic, it can be valuable to review and strategize for tax planning frequently throughout the course of the year in order to maximize savings, minimize the tax “drag” on investments and keep hard-earned money.
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Our very own Brandon Steele was a source in this recent Puget Sound Business Journal article.
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