How The Cash Balance Pension Helps You Reduce Your Taxes And Boost Retirement Security
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
How To Open A Sep IRA With Self Employment Income
You need to know the SEP IRA contribution limits to make sure you can minimize the taxes on your small business income.
What Is The Maximum Social Security Retirement Income For 2024?
Are Social Security Taxable? What is the maximum amount you can receive from Social Security Retirement? These and you other questions answered by Financial Planner LA.
The Million Dollar 401(K) Mistake Too Many People Make
The Biggest Mistake You Are Making with your 401(k)k could cost you over a million dollars. For some of you, it could lower your 401(k) balances by several million dollars. We are facing a retirement planning crisis in America. Boomers, …
Three Investing Mistakes to Avoid, They Will Cost You A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
Fiduciary Financial Planner- The True Value Of Great Advice
What is the true value of working with a Fiduciary Financial Planner? Fiduciary Financial Planner Los Angeles weighs in. Why seeking – and heeding – financial advice from a Fiduciary Certified Financial Planner may prove beneficial, some might even say …
The Difference Between Investment Risk and Stock Market Volatility
Financial Savvy: Investment Risk vs. Stock Market Volatility When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. …
The New Fabulous Retirement Grace and Frankie-Style
Could you handle a Retirement like Grace and Frankie? Even with gay ex-husbands and straight ex-wives to deal with, growing older can still be filled with adventure and possibility . . . as long as you’ve got the wherewithal to …
Missing an Old Retirement Account? How to Find Lost 401k Money Now
At least once every few months a long-term client brings in a retirement account statement and says, “I forgot I had this retirement account. Can you help me with it?” Sometimes these accounts are tiny but other times they hold …
How Love And Marriage Will Change The Perfect LGBT Retirement.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
Will the LGBT Community Ever Be Able to Retire Well?
Will retirement be better or worse for the LGBT Community? While the LGBT community is benefiting from increasing financial prosperity and legal recognition, many economic challenges hit us harder than they do for straight citizens. Like everyone else, we are …
Slash Your Tax Bill with these 6 Year End Money Moves
The holidays are fast approaching, which means it is time to start doing some year-end tax planning. The Tax Cut and Jobs Act will mean lower tax bills for many Americans. That does not mean you can ignore tax planning. …
6 Retirement Planning Lies That Threaten Your Golden Years
6 Retirement Planning Lies that threaten your Golden years. Retirement often thought of as a far-off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning. Here are the 6 Retirement Planning …
10 Great Reasons to Ignore Retirement Planning
More than 50% of Americans have nothing saved for retirement. Here are 10 big reasons to be just like them and ignore retirement planning.
You’re 50 – Now is the time to Get Serious About Retirement Planning!
Going on Fifty Facing Retirement. What should I do now? Where do you go from here? LA Financial Planner shares a few tips to help get back on track for retirement. I’m 50 what do I do now? Three points …
How to Lower Your LA Retirement Planning Stress
Does thinking about Retirement Planning Stress Your Out? While the economy is improving, retirement saving is falling behind. At Financila Planner Los Angeles we are here to show you how to make the retirement planning process less stressful. Does thinking …
Boot Camp for Smart Home Buyers- Get Yourself Ready NOW!
The housing market is hot these days. How to get ready to buy the home of your dreams without wreaking havoc on your finances.
10 Surefire Ways To Never Become a Millionaire
The Future of Financial Self-Sabotage 10 Surefire Ways to Never Become a Millionaire. When Austin Power’s Dr. Evil set out to extort the world for a million dollars we all cracked up. How quaint, we giggled, when everyone knows that …
6 Inherited IRA Mistakes That Will Crush Your Inheritance
Six Inherited IRA Mistakes That Will Destroy Your Inheritance. Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in …
The More ROTH IRA the Better: Financial Advice to Break Part 2
Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake. It is important to note that the correct choice and the best …
