Articles
Me, Myself, and I
Should you manage your finances all by yourself, or engage a professional's service Scenario 1: Lauren retired from her hospital position after 3 decades of service. She is the bread winner of the household. She has about less than a half million of retirement money...
ROLLOVER
Why rollover your retirement accounts? Scenario 1: James retired from the company where he had worked for the last 3 decades. He probably will move out of the state and no longer be in close contact with his company. What should he do with his 401k account? Scenario...
The Way
The only Way to achieve your financial goal(s) is through a financial plan personalized just for you. This is how I look at a financial plan: take all you have saved and invested at today’s dollar and growth based on the return you are currently getting to project the...
Retirement Accounts at a glance for Small Business Owners
Meet architect - Anthony - after working for an architect firm for a decade, he now decides to hang out his own shingle. He plans to rent office space and hire an assistant. After putting his projected revenue and expenses on paper for the next five years, he is...
For Start- Ups (Small Business Owners) – Investing in A Tax Conscious Manner
Ian and Sam, twin brothers, started their business after their employment was terminated as employees, but retained as “contractors”. The brothers are optimistic and rightfully so. After one year in business, they have some cash saved up. What shall they do with the...
