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Where are baby boomers going to live by Tom Sightings

There are many recommendations for the best places for baby boomers to retire, including the healthiest places, sunniest places, best places overseas, the most affordable places and the best places...

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What happens when somebody dies?

<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/what-happens-when-somebody-dies-estate-taxes-revocable-living-trust-california&#8221;...

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Retiring my mom, 78 yr old still working, I need 10 bay area pro who will...

My Why of keeping my spirit up each morning to work hard is to be able to retire my mother who still works at 78 yrs of age. Her hair is now so thin from stress, her legs so full of veins and is...

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Join me in retiring my 78 yr old mother and for 2014 financial freedom

Dear viewers, This is a new day, I want to retire my mom from her job. Let’s keep touching others in the way they can maximize wealth and minimize taxes. I won a free airfare last night to Las Vegas...

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Rate of return of SP500 , with inflation , 2002-2013

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Retirement Checklist or Bucket List in 2014

How do we allocate our money?  This year, I plan to allocate my money as follows: 1/3 in long-term savings, 1/3 in short term and 1/3 to create experiences with family, love ones and the community I...

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Our mothers told us to not over spend

No mortgage , auto or credit card debts and saving more each day is our motto.    Do not take out unnecessary college loans when there is community college and degrees with higher return on...

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7 ways Americans pay taxes by Alexander E.M. Hess

1. Income taxes Income taxes can be charged at the federal, state and local levels. At the federal level, the amount paid depends on a number of factors, including income and marital status. Lundeen...

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To retire or not to retire at 62 or 70 yrs old

Taxes An IRA is 100 percent taxable but only up to 85 percent of Social Security is taxable,” she adds. If you take Social Security at 70, “you’ll have more money available for your retirement years.”...

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The Rise Of The Cash Economy

The Rise Of The Cash Economy By jackcollier7  EVER WONDERED WHY BANKS AND GOVERNMENTS DON’T LIKE CASH? A puzzling thing emerges if you study the economic statistics for the Developed World.  The...

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The Rise Of The Cash Economy

The Rise Of The Cash Economy.   ——————————————————————————– Trust  Strength  Integrity Community  Solution minded Clients first My goal is helping one family at a time maximize wealth, minimize taxes,...

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Dodging 529-Plan Tax Traps, save money for college the right way

Pay attention to timing. There is no IRS ruling yet whether withdrawing money from a 529 account in one year and using it the next is allowed or not. Make sure the expenses qualify.  Double-check that...

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Taxes and Retirement plans

Most tax provisions for retirement allow you to shift taxable income from your working years, when you are probably in a higher tax bracket, to post-retirement years when you may be living on less....

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taxes,where your money go,itemized tax deductions

5 reasons not to touch your retirement fund 5 tax provisions in your favor during a financial crisis itemized tax deductions interest rental prop mortgage and more tax savings where your taxes go...

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Retirement Planning Dos and Donts on Wed 2/5/14, 1pm in Mt View

Understanding IRAs Individual Retirement Accounts Understanding Annuities What is my potential estate tax liability What your savings could grow to, an estimate Social security retirement income...

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When Planning For Retirement by Lowell Herr

If you have made debt a part of your everyday life, you need to get rid of it as soon as possible, before you find yourself in retirement. Remember that during retirement, you don’t work for income....

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When Planning For Retirement by Lowell Herr

When Planning For Retirement by Lowell Herr.

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Protect the final return of your investments from taxes

Investment Return  [Your final investment return after 25 years is $500k after initial investment of $100k and $10k annually.] But what about taxes?  Will it be around 50% Rate of return This is the...

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3 wealth destroyers to fight ferociously: taxes, inflation and overspending...

. When financial planner J. Landon Loveall was a teenager growing up, he says,  “I guarded my Lego creations with life and limb from the destructive nature of  my little sister.” Loveall is founder and...

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Do we know how we spend our money each month?

Feb % of net income Feb Mar %Mar net income less taxes and deduc 30000 30000 car ins 200 1% 200 1% car rent 1300 4% 800 3% home rent 3200 11% 3200 11% other insurance 250 1% 150 1% food and grocery...

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