Do You Feel the Professionals In Your Life Are On Your Team? Is your doctor looking out for your well being all the time? Or ordering up unnecessary tests? Is your accountant giving your tax return a proper analysis? Or, […]
A common conversation I have with my clients is the possibility of leaving their current job and starting a business. A lot of them have grown tired of commuting to work, where they sit in a cubicle and do someone […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Do I Need an Attorney to Prepare […]
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan. (6) reevaluate and revise […]
Stretch IRA The “stretch IRA” has become a popular way to refer to an IRA that has provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death, even over several […]
