Learn how to reduce unnecessary taxes in retirement with smart strategies for Social Security, RMDs, Roth conversions, and more.
Business Owners
You may be thinking you’ll never be sued. That’s what Great Aunt Helen thought. She wished someone would have told her how vulnerable she was, according to a story from the book, Asset Protection by Robert Mintz, Esq. Great Aunt Ellen made it 92 years without being sued.
Business Owners
You love to read? Reading is a favorite pastime among many Americans. However, few tackle the really long books. Here is a list of the longest books in the English language: 4. Clarissa by Samuel Richardson at 969,000 words. 3. Sironia, Texas by Madison Cooper at 1.1 million
Independent Women
American Top 40 was one of my favorite shows. You? It was created by Casey Kasem. He would always say, "Keep your feet on the ground and keep reaching for the stars." Kemal Amen "Casey" Kasem was an American disc jockey, music historian, radio personality, voice
Business Owners
What if the biggest financial shock of your retirement isn’t market volatility… but your tax bill? Most people assume their taxes will go down when they stop working. The opposite is increasingly true — and it’s catching even the most prepared retirees off guard. Because here’s the hidden
Business Owners
Once upon a time… Stories impart wisdom. And stories get passed on. Will yours? What is the story of Cinderella trying to impart to the listeners Fight for your dreams… and do so with kindness and hard work. Ideals we all want for our children and grandchildren. Like money, wisdom
Business Owners
Do you remember learning to count? How about teaching your children or grandchildren? Getting to one hundred was a big event. Eventually, you taught them about the thousands. Then, ten thousands. Then, hundreds of thousands. Then, millions. Perhaps you went as far as teaching them about billions. In today’s
Business Owners
I always hated when my parents talked about “the good ole days.” Let's take a step back in time to the year 1950 and remember what things cost at that time: · Gallon of Milk: $0.82 · Gallon of Gas: $0.20 · Loaf of Bread: $0.14 · Postage Stamp:
Business Owners
You may be in a once-in-a-lifetime opportunity to reposition your wealth—before the IRS takes a bigger bite. But like most windows, this one won’t stay open forever. A Closing Window Most Retirees Never See If you're a successful professional, business owner, or independent
Business Owners
If you were going to retire to a beautiful island, which one would you choose? Aruba is a beautiful country. Beautiful weather. Beautiful beaches. Not so beautiful for taxes. The marginal income tax rate is the tax rate applied to the last dollar you earn. In a progressive (or graduated)
Independent Women
What are you most afraid of? Here are the top five fears: 1. Public Speaking 2. Heights (my knees tremble) 3. Going to the dentist 4. Snakes (I hate snakes) 5. Flying In truth, everyone is afraid of something. As you get older, your fears change. According to a recent
Independent Women
Wealth Myth #12: The Misguided Loyalty Myth Joe Robbie, the founder of the Miami Dolphins, was a savvy, successful businessman and attorney. Yet… after his death, due to poor planning, the team and stadium that Robbie built had to be sold (at fire sales prices) to pay… …a $43 million
Business Owners
5 facts you will want to know about stress… Stress. We all experience it. Even reading the word increases stress. When you feel it, your adrenal glands go to work to produce more stress hormones that prepare your body for emergency action – fight or flight. Like running from a grizzly