Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer…
When you leave a job for another company or when you transition into retirement, you have several options to consider.
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners, bankers…
Today’s tip will cover “What is a SEP IRA?” A SEP IRA, is a Simplified Employee Pension Individual Retirement Account used by business owners to provide a simplified method to contribute to their employees’ retirement and their own retirement savings.…
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that…
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals…
Today’s tip will cover “What retirement plans offer tax benefits?” Well, there are many different types of retirement plans that offer tax benefits available to you with different rules about contributions and distributions. Some retirement plans are sponsored by employers…
Do you want to travel when you retire? Well, you are not alone. I have met with many women over the years and the most popular response from them is wanting to travel in retirement. So, my advice to those…
