Personalizing Inflation

Personalizing Inflation

I will be the first to agree that inflation is running rampant. But, rather than complaining to everyone you meet, consider how it may affect you personally. For example, if you own your home, you are less concerned about the increases in Real Estate or rent, but more concerned about the costs of home maintenance […]

Al Smith not only does private consultations, but he also travels to speak at events. If you would like to host a financial workshop at your organization, contact Al today. Financial topics include: Social Security Retirement Financial Wellness College Planning Investing Tax Planning Insurance Planning Human Resources Continued Education Requirements Fraud Prevention and Awareness in

Host an Educational Workshop or SOFA PresentationRead More »

Year End Financial Checklist

Stock that was sold for a profit can result in capital gains tax. Look over your portfolio and check if you own stock that has lost value…..you can offset the capital gain with a capital loss. If you own a small business and are having a prosperous year, consider purchasing a new business vehicle, equipment,

Year End Financial ChecklistRead More »

Tax Planning

Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in your strategies for retirement! Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise. Tax planning matters most in your fifties and sixties when you

Tax PlanningRead More »