Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs. Managing taxes for maximum benefit in retirement requires careful planning. You’ll need to consider the tax implications of different investments — such as municipal bonds and index funds — and maintain a portfolio that fully...
Are you flying solo when it comes to planning for your financial future? Consider these tips for easing the financial burden. Living the single life no longer is an anomaly: According to the U.S. Census Bureau, 45% of households nationwide are maintained by a single person. Being single affects many areas of financial planning, including retirement,...
As consumers, we choose how to use our resources. Use your purchasing power to choose what you are willing to pay for banking services. Next week is National Financial Planning week. Celebrate your financial strength. 20 Ways to Celebrate Financial Planning Week 1. Balance your checkbook 2. Write down your financial goals and revisit them periodically 3....
The US Debt Ceiling Video Presentation Click above to view Read More →
Kimberly D. Overman, CFP, President of The Financial Well is featured in the NY Times Money Through The Ages. In a special collaboration with The New York Times and American Public Radio, we explored the financial financial issues facing individuals and couples through their lifetime. Listen to a special episode of Marketplace Money. Read More →
On July 21, 2010, President Obama signed into law the most wide-ranging reform of the U.S. financial system in decades. The Act establishes new consumer protection provisions regarding lending and credit. It also attempts to provide greater transparency and accountability for investments and financial services, and establish processes to deal with systemic...
Markets driving you crazy? Kimberly D. Overman, CFP of The Financial Well suggests you watch this presentation below to gain some perspective. Read More →
The oldest baby boomers, many of whom are expecting to retire soon, will likely not have enough money to carry them through their twilight years, according to a study released today by the Employee Benefit Research Institute. Click here read more. Read More →
On March 18, 2010, President Obama signed into law the Hiring Incentives to Restore Employment (HIRE) Act. The Act gives employers a temporary payroll tax exemption for qualifying new hires plus a tax credit for retaining new employees. The Act also temporarily extends increased Internal Revenue Code (IRC) Section 179 expensing limits. See a Flash movie...
It is wonderful to see this difference being discussed. As a fully independent registered investment advisor, we put our clients first as a fiduciary, and have been for over 11 years. Why would an investor accept anything less? That’s why this New York Times is a must read and is so relevant: THE Great Recession has intensified a long-running...
