Posts tagged Entitlements
At or Near Retirement? Time to Say Bucket!
At or Near Retirement? Time to Say Bucket!

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Read More
Your $ Your Independence, Work Benefits, Retirement Planning, Tax Planning, Retirement, Investing, Debt Management, BudgetingGlenn BrownBudget, Work Benefits, Best Practice, CDs, CFP, Dividends, Dividend Growth, Debt Management, Entitlements, family, Focus on your why, Financial Planning, Goals, Healthcare, Health, HELOC, IRAs, IRS, Income Streams, Investing, Inflation, Investment Management, IRA Withdrawals, Joy, 401(k), Solo K, Local Town Pages, Life Insurance, Medicare, Markets, Net Worth, Roth IRA, Portfolios, Pro-rata rule, Access to Equity, Required Minimum Distributions, Home Equity Line of Credit, Refinancing, Real Estate, Rebalancing, Savings, Traditional IRA, Total Return, Tax Planning, diversification, Savings Prioritization, distribution phase, distribution strategies, tax efficiency, taxes, Experience Spending, Tax-Loss Harvesting, Taxes, Index, Your Money Your Independence, Yields, Asset Allocation
Secure Act 2: Electric Boogaloo?
Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

Read More
Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt ManagementGlenn BrownSECURE Act, Savings, Spending, RMD, Retirement, Roth IRA, Roth Conversion, IRA Withdrawals, Stretch IRA, Traditional IRA, SEP-IRA, Catch-up, 529 Plan, 401(k), Solo K, Age 73, 10-Year Rule, College, children, Entitlements, IRAs, Investing, IRA Contributions, 401k Match
Perfection is the Enemy of Good, Focus on Executing Improvements.
Perfection is the Enemy of Good, Focus on Executing Improvements.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years. 

Read More
Investing, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence, Small BusinessGlenn BrownAsset Allocation, Best Practice, Rebalancing, Debt Management, Cash Flows, Capital Gains, Contribution Limits, Employee Benefits, Economy, Entitlements, IRA Contributions, Investing, 401(k), Work Benefits, Local Town Pages, Inflation, Open Enrollment, Pro-rata rule, Priorities, Portfolios, Required Minimum Distributions, Savings, Tax Planning, Traditional IRA, 403(b), 457, Spending, tax planning, Investment Management, Wash Sale, Tax-Loss Harvesting, Tax Deadlines, taxes, Roth IRA, Roth Conversion, Taxes, Your Money Your Independence, Year-End
Enjoy Every Sandwicher Moment.
Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Read More
Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College PlanningGlenn BrownAging Parents, attorney, Elder Care Law, Tax Planning, Capital Gains, Best Practice, Beneficiaries, Budget, Debt Management, Probate, College, children, Cash Flows, Caring for aging parents, Local Town Pages, Daycare, Medicare, Dependent Care, Long-Term Care, Health Care, Medical Expenses, Death Tax, Guardianship, guardians, Estate Planning, Estate Tax, Entitlements, family, Focus on your why, Financial Planning, grandchildren, Goals, Giving, Gifting, Savings, Teenager, Health, Health Insurance, Home Ownership, Inflation, Investing, inheritance, Raising Kids, Kids, Markets, Will, Life Insurance, College Planning, Multi-Generational Planning, Mortgage, Minors, Income Streams, Investment Management, Joy, House, Portfolios, Social Security, Priorities, Spending, tax planning, Trusts, Total Return, Trustee, taxes, Your Money Your Independence, Education
Inflation: Increase assets, borrow, and lock in debits.
Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

Read More
Budgeting, Debt Management, Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownAsset Allocation, Bond Portfolios, Rebalancing, Bonds, Best Practice, Debt Management, Dividend Growth, Dividends, Economy, ETF, Financial Planning, Fed, HELOC, Interest Rates, Income Streams, Inflation, Investment Management, Investing, Markets, high yield stocks, Local Town Pages, Mortgage, House, ROI, Portfolios, Priorities, Home Equity Line of Credit, Refinancing, Retirement, Savings, Tax Planning, Total Return, Your Money, Your Money Your Independence, taxes, Tax Deadlines, Taxes, Tax-Loss Harvesting, Year-End, Yields, Entitlements, Social Security, Cash, CDs, TIPs, Treasury Inflation Protection Securities, REITs, Rent, Home Ownership