Tag Archives: Financial Fundamentals
The Power of Taxable Investing
Tweet As a fee-only financial advisor who is always looking at the tax impact of investing, I often write about the importance of pre-tax investing. Whether it is in a 401k/403b, SEP, SoloK, or a traditional IRA, creating a tax deduction by investing for your future is certainly a home run. In September of 2011, I penned the article titled 401k: Still … Continue reading
The Five Fundamentals of Financial Success!
Tweet The Five Fundamentals of Financial Success is always a great starting point when it comes to financial planning. Matter of fact, every new client I meet with, wealthy or not, gets to hear my commentary on these five gems. Even though these financial nuggets seem simple, the effectiveness is real. 1. Save at least 10% of your income Saving 10% of … Continue reading