Archive for February, 2009
Questions to ask when seeking the advice of a Financial Planner or Strategist
During these historic financial times, it is key to first of all “plan” for your financial future, but who do you ask those questions and what questions should you ask? Here are a few suggestions and by no means are these the only things to consider: What experience do you have? Find out how long [...]
February 25, 2009
Tags: financial future, financial planning, investments, taxes Posted in: Financial 
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The Seven Most Common Mistakes Made in Retirement Planning and How to Avoid Them
Mistake #1 – Not taking the time to plan for Retirement. This includes what retirement should look like in terms of lifestyle; visits to the grandchildren, leisure travel, daily and special activities, etc.? Next, what lifestyle needs will cost, including inflation to fund this lifestyle to life expectancy.  o  Solution: Read as much as [...]
February 24, 2009
Tags: Financial, Pension, Retirement, retirement planning, tax, tax deductions, tax laws Posted in: Retirement No Comments
Are Higher Taxes Coming?
Before we take a look at Obama’s specific proposals, let’s take a look at where taxes stand historically.  When Congress imposed the first tax in 1913, the top rate was just 7%. That top rate soared to 73% after World War One, dropped to 24% in 1929 and 25% for the first two years of [...]
February 22, 2009
Tags: customers, equity, giving, IRS, marketing, panic, recession, taxes Posted in: Financial No Comments
