The Key to Your Financial Future
The key to your financial future is that you do more than think about your money. You need to make decisions about your money.
Procrastination is the enemy of wealth. Every day you wait, could be hurting your financial future.
Are you at all concerned about:
- Building and managing your wealth?
- Running out of money in retirement?
- Being able to maintain your lifestyle?
- The suitability of your investments?
- The financial responsibility of caring for loved ones now or in the future?
- Leaving a financial legacy?
- Missed opportunities?
- Making and repeating your money mistakes?
- Paying more than your fair share of taxes?
- Becoming a burden on your family?
If you answered "yes" to even one of these questions, contact Melissa Myers, CFP® today.
Plan. Implement. Manage.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Don’t overlook the need for renter’s insurance if you rent your home.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Retirees traveling abroad need to know that their health insurance travels with them.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Lifestyle considerations in creating your retirement portfolio.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.