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
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Planning/preparing for retirement has many similar steps that you might take if you were planning a home improvement project or an extended vacation. Let’s look first at the home improvement project. The likely first step would be to determine the ultimate goal….an addition to a home, a bathroom remodel, or a kitchen upgrade. Once that
70% of people over 65 will need care at some point. 80% of elder care is provided in private homes….only 13% receive care in nursing homes 66% of those with chronic illnesses receive all of their care from family members…..only 9% receive all their care from paid caregivers….26% receive both paid and family care. 2/3
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,
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