Explore New Topics To Learn More About Your Retirement

Midyear Tax Checkup

September 18, 2017

By Jacquelyn R. Campbell, CPA/PFS, CFP® It’s hard to believe that we are already two-thirds through 2017!  Not everyone likes to talk about taxes before tax time, but if you wait until January 2018, all of your information will be historical and it will be too late to change.  One of the most effective ways to… View Article

Charitable Donations for Victims of Hurricane Harvey

August 29, 2017

By Jacquelyn R Campbell When there is a natural disaster, we are inclined to help others in need in ways we can.  Donations of goods and money are the most common.  Although we don’t make those donations for tax reasons, a potential tax benefit will help your charitable dollars go further. Here are a few… View Article

Prior Planning Pays Part 2: 20s & 30s

August 28, 2017

PRIOR PLANNING PAYS ™ Part 2 of 5: 20s & 30s Planning for retirement is a lifelong process.  Be on the lookout for your age for steps you should be taking right now.  And remember, everyone over 18 should have a living will. Your 20s Pay off credit card debt and college loans. Contribute the… View Article

Prior Planning Pays Part 1: Childhood & Teens

August 16, 2017

PRIOR PLANNING PAYS™ Part 1 of 5: Childhood & Teens Planning for retirement is a lifelong process.  Be on the lookout for your age for steps you should be taking right now. Your Childhood For 5 to 8 Year Olds: Start with an allowance.  Monthly is better than weekly so they can learn a bit… View Article

PRIOR PLANNING PAYS AS YOU ENTER THE RED ZONE FOR RETIREMENT

July 17, 2017

Approximately 10,000 Baby Boomers are turning 70 years old daily for the next 17 years.   This 19 year American generation, born between 1946 and 1964 was once the largest in the USA.  As often reminded by our parents, the years roll by much quicker than expected.     When it comes to saving for retirement, why leave… View Article

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