Blogs

Facing Common Retirement Fears

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

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Buying Your Dream Retirement Home

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

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Retiring Well with Charlie Jordan Podcast: Taking the Off Ramp

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

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When Do I Want to Sell My Business?

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

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Retiring Wellness – Preparing your health for retirement

An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.

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Taking Stock with Lisa Brown Podcast; Losing your 6-figure Job

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

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Lessons learned from Game of Thrones

It’s amazing to me that a show can start off so strongly, with critical acclaim and a massive following and, at least in the opinion of many, finish so weakly. There is nothing worse than a bad ending.  In real life you don’t want to be that way either.

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Taking Stock With Lisa Brown Podcast; Shocked by Your 2019 Tax Bill

I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?

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Why You Should Start Saving Early

Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.

 

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Set Up a Donor Advised Fund in 2018? Plan Now for 2019

So, your taxes are either filed or extended. How did you fare with the new tax law? Much has been written about the impact of the new federal tax law on allowable itemized deductions. Between the increased standard deduction and major changes to popular areas such as state and local taxes (SALT) and miscellaneous itemized deductions, many taxpayers are finding limited options for reducing their taxable income.

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