Tax Fact Sheet 2022 with Key Financial Data
Download the Key Financial Data and Tax Fact Sheet for 2022. Our handy two-page factsheet (pdf) is a must-have reference and planning tool for all taxpayers.
IRA-Based Retirement Plans for Employers
Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed. IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.
Buy, Sell, or Hold?
Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing. It’s an unavoidable high-stakes decision…
Immediate Annuities – What You Need to Know But Agents Won’t Tell You
It’s true. An immediate annuity can provide dependable income that the owner-annuitant can’t outlive. But there’s at least one significant drawback- you might lose money! Read on to learn more about the pros and cons of immediate annuities.
Rescue Your Stranded Retirement Accounts- IRA Rollover Account
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
Invest Now. Don’t Procrastinate. Avoid Hoarding Cash.
The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”
Key Financial and Tax Data Factsheet 2021
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
Does Your Financial Advisor Measure Up?
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
What is a “Fee-Only” Financial Advisor and Why is it Important?
According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.
A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.
Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.
Your Financial Planning To-Do-List for 2020 and Beyond
It’s a concise, useful, and all-around fantastic checklist with relevant links. Here’s Successful Portfolios’ twelve-step Financial Planning To-Do-List for 2020 and beyond. It’s a must-read for anyone serious about personal finance.
