Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

Selecting Colleges: Lead, Don’t Be Led

“We’ll find a way” means debt, poor ROI and impaired retirement.

College Planning, Retirement Planning, Your $ Your IndependenceGlenn BrownAugust 1, 2019Best Practice, College Planning, children, Education, Financial Planning, Financial Aid, FAFSA, EFC, College, Net Price Calculators, 529, NPC, Teenager, ROI, Tuition

Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

Lists for sun, fun and rainy day funds.

Define your needs, seeds, wants and “what was I thinking?!”.

Teenager + Earned Income = Roth IRA

If your teen made money last year, open a Roth IRA in their name.

College Planning, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownApril 1, 2019IRAs, Roth IRA, Kids, Investing, Financial Planning, College Planning, Financial Aid, tax planning, Gifting

Dividends: Evolve Beyond Yield

Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.

Investing, Retirement, Retirement Planning, Your $ Your IndependenceGlenn BrownJanuary 31, 2019Dividends, Income Streams, Dividend Growth, Investing, Investment Management, Financial Planning, Savings, Best Practice, Local Town Pages, Retirement, Total Return, Trusts, Yields

Tax Planning Today for Tomorrow's Retirement Income

It’s great that you’re saving for retirement. Are you also tax planning on your income in retirement? Here’s things to consider today.

Estate Planning, Retirement, Retirement Planning, Tax Planning, InsuranceGlenn BrownJanuary 14, 2019Required Minimum Distributions, Retirement, tax planning, Social Security, Roth IRA, 401(k), Traditional IRA, Roth Conversion, Estate Planning, Life Insurance

Outlooks for 2019, Do They Matter?

New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

Your $ Your Independence, Investing, Retirement Planning, Tax Planning, BudgetingGlenn BrownJanuary 1, 2019tax planning, Investing, Economy, Financial Independence, Best Practice, Your Money Your Independence, Markets, Economics

Making a List, Checking It Twice?

Don’t let these year-end opportunities pass, be proactive with your to-do list.

HSA & HDHP - Alphabet Soup of Work Benefits

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, BudgetingGlenn BrownNovember 16, 2018HSA, Health Savings Accounts, tax planning, FSA, HDHP, Health Plans, Contribution Limits, Health, Health Care, Medicare

Bond Yields: Sought By Many, Understood By Few

There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.

Investing, Retirement Planning, Tax Planning, Economics 101Glenn BrownNovember 1, 2018Bonds, Investing, Investment Management, Yields, Bond Portfolios, SMA, ETF, Total Return, Yield-To-Maturity, Yield Curve

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

Retirement Planning, College Planning, Economics 101Glenn BrownAugust 16, 2018Financial Planning, Investment Management, Savings, Interest Rates, Fed, Economy, Debt Management

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.