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Some Options to Maximize Pre-Tax Contributions
“How is it that I make pretty good money, but my take home pay is a lot less than that?” my client said during a recent meeting. “Good question” I told her, as we were going through what type of expenses she...
Read More4 Ways to Reduce Exposure in Company Stock
In working with cast members of The Walt Disney Company, I have found many have accumulated quite a bit of company stock. Whether it was participating in the employee stock purchase plan while it was offered or through the 401(k),...
Read MoreA $3,000 End of The Year Surprise
Last year towards the end of the year, I started working with a new client whom works at the Walt Disney Company seasonally during his retirement. As I was running through our list of action items, there was one thing that seemed to be...
Read MoreDid you see the news?
“Well, Europe seems to be slowing down. There are trade tensions between the US and China and who knows what’s going to happen with interest rates” says a client recently to me. He leans back in the chair, puts his...
Read MoreAvoiding a letter
The other day, my son and I started reading Harry Potter. He is 7 and already an avid reader, which I truly love (sorry for the dad brag moment). Anyways, the book series is quite renowned and rightfully so. One scene, so far though,...
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4 Ways to Keep This Year Going Strong
The new year, by now, has lost a lot of its “newness” – am I right? What I find though, is it is after the newness has shaken off and we are into the swing of things, that it becomes a little easier to evaluate where...
Read More9 Facts About Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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