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The Line In The Sand... Thumbnail

The Line In The Sand...

When you know what you own and why and where it fits into your financial picture, you make better decisions. We believe that there are five different “buckets” of money or locations people can store money.

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If You Are Concerned About “X”, Do “Y” Thumbnail

If You Are Concerned About “X”, Do “Y”

If you are concerned about running out of money in retirement, you can consider transferring a portion of that risk by purchasing an annuity from an insurance company. When it comes to financial planning, one of the hardest variables to plan for is future task rates. Historically, tax rates have varied drastically.

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Deferred Comp Plans… Buyer Beware! Thumbnail

Deferred Comp Plans… Buyer Beware!

When you begin contributing to a deferred compensation period, you will need to decide when you are going to ultimately receive the distributions. For example, you might decide to receive the funds lump sum at retirement or you might decide to receive the funds in five years and have the proceeds paid out over three years.

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