Plan on Enjoying a Long Retirement

When my mom told me she was moving from small-town South Carolina to the Gulf Coast of Florida, images of alligators, Disney World and The Golden Girls danced through my head. While I knew she had worked hard to put me and my brother through college, I was quite surprised to learn her sound financial planning had been able to afford her this incredible move. (more…)

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It’s Not Too Late to Do a SEP

People grow up in America dreaming big. They want to be their own boss. There will always be those who shun the 9-5 job and who are drawn by the potential of starting their own business, and who can blame them. With the markets in unchartered waters—hello, DOW 20,000—it demonstrates that sometimes big risks reap big rewards. Any successful, profitable business at year’s end ultimately faces the same realization…tax time. (more…)

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When it Comes to Planning Your Financial Future, Don’t Go it Alone.

We live in a high-tech world where information about all topics under the sun is available at your fingertips. We are moving toward self-service and automatic access to everything. I love that I can look at my checking account balance on my phone; I love that I can make dinner reservations with a couple of clicks, and I love that I can confirm a dentist appointment with a one-letter text message response.

While high-tech solutions offer tremendous convenience, some things are still much better when they are high-touch. One of these things is retirement planning and creating a financial plan for the future. (more…)

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