Toll booths

I have mentioned in the past a friend/client of mine who was setting up toll booths for his retirement. He wanted to have multiple consistent income streams in his retirement, so he did not have to worry about where the money was going from. He had his and his wife’s...

Side Hustles

Yes, I am a CPA with my own practice.  I also have some related side hustles, as well as a list of those businesses that I would like to get into. Given the correct partner. I have rental real estate, and a small e-commerce business.  But there are a great number of...

Outliving your savings

Outliving my savings is a great fear of mine.  I have seen clients, of clients who struggle with Social Security as their sole income source.  They have depleted all their other monies and options. They were coming to the NFP to find assistance with everything, food,...

Premature retirees

I saw the article title “Premature Retirees” the same week I meet with a client who has technically retired in November when she was laid off from her job. It seems that there is a new survey says that most Americans are retiring earlier than they want to. TIAA and...

SALT

The migration of taxpayers from high-tax to low-tax locations continues, and more states are trying to reduce or eliminate their income tax to stay competitive. The next may be Missouri, where voters will consider a ballot measure to phase it out. Illinois has plans...

Pin It on Pinterest