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Nov 4, 13 •
1202 Views •
Financial Planning •
Matt Starkey •
No Comments
By Matt Starkey Shifting taxable income to other family members, usually children or grandchildren, who are in lower tax brackets is generally considered a time-tested tax planning strategy as it may reduce overall taxes for your family. But this could be...
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Oct 9, 13 •
1254 Views •
Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
By Matt Starkey If you own a small business or are self-employed, you have plenty of retirement planning options. Two of the most popular retirement plans for small businesses (particularly for those who are self-employed or have relatively few employees)...
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Oct 7, 13 •
1478 Views •
Career Planning, Financial Planning •
Joni Lindquist •
No Comments
By Joni Lindquist As business executives launch and build careers, there may be “forks in the road” or opportunities to choose between working for a large, Fortune 500 company or a small company, say with less than 20 employees. Small businesses typically...
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Oct 2, 13 •
1310 Views •
Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
As a wealth manager I’m often asked, “Can I covert a traditional IRA to a Roth?” and, “If I can, should I?” and “When is a good time to convert?” There’s no blanket answer to those questions as the decision will depend on your particular...
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Oct 1, 13 •
1115 Views •
Financial Planning •
Stewart Koesten •
No Comments
By Stewart Koesten Anytime now you’ll be asked to complete your selections for your cafeteria plan benefits for the next plan year. The selection of employee benefits should not be handed off to your personal assistant to decide. These choices are serious...
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Sep 18, 13 •
1393 Views •
College Funding, Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
By Matt Starkey The recent trend of postponing the child-rearing years can have an unexpected impact when your children are ready to enter college. If you had children relatively late in life, you may find yourself in a tight money squeeze at the same...
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Sep 11, 13 •
1346 Views •
Financial Planning, Retirement Planning •
Lucas Bucl •
No Comments
By Lucas Bucl The Kansas City Star published an article, What you think you know about Social Security could be wrong recently that outlines some facts about the Social Security program. I thought the piece pointed out some good information, and one...
