Financial freedom, healthy financial choices, financial planning, retirement plannning, saving, investing, cash flow, net worth

Surprised By Taxes? Try These Tips

Yes, I know, you just filed your taxes and the last thing you want to think about is taxes. I get it. But, what if there were some simple ways of reducing your tax liability and decreasing your chances of owing next April? Interested? Take 90 seconds to skim the following tips:

5 Tips to Become a 401(k)/403(b) Millionaire

If you’ve ever read this blog before you know I’m a huge fan of the book, The Millionaire Next Door. Written in the mid ‘90s the authors sought out the rich in the U.S. to learn how they became wealthy. To their surprise, they learned that most were ordinary working professionals who lived beneath their means, saved with a purpose and became wealthy the old-fashioned way: steadily, over many years. Since most of us accumulate our wealth through our 401(k)s or 403(b)s, here are 5 tips to maximize the value of those accounts:

Wise Money: Disciplined Action

Three months ago in my last letter I wrote about ‘anti-fragility’: that the downturn we experienced in the stock market at the end of 2018, while upsetting, was NOT the end of the world. It was an occasion to review our portfolio and get better.


Where are we now?

The Planner's Perspective: Overwhelmed by Options

By Paul Morrone CFP®, CPA/PFS, MSA

The term ‘stock options’ is kind of a catch-all to describe a form of incentive compensation usually awarded to a select group of highly compensated employees. Options can come in many forms, which is why there is often a lot of confusion surrounding stock as a form of compensation and what it means to the person receiving it from an ownership and tax standpoint. There are numerous articles which cover these two items in detail, but what is often unaddressed is the financial planning impact of having stock options and what it means from risk, income and asset allocation perspective (the ‘big picture’ stuff).

It’s Never Too Late to Save

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits.  Perhaps you’ve found yourself daydreaming about a little cabin on a lake, or a small home in the mountains. You may have even entertained the notion of becoming an expatriate and retiring overseas. While these daydreams can certainly be pleasant, you’re also facing the reality that at the age of 50, you’ve done little to save for retirement.

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