Posts in Investing
Why Dividend Growth Matters
Why Dividend Growth Matters

Can a low dividend yield be more favorable over the long-term?

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Investing, PlanDynamic, Retirement, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownYour Money Your Independence, Dividends, Dividend Growth, Investing, Investment Management, Income Streams, Interest Rates, Financial Planning, Asset Allocation, Markets, Cash Flows, Bonds, Best Practice, Rebalancing, Fed, Local Town Pages, Portfolios, Retirement, Total Return, Tax Planning, Yield Curve, Yields, Savings, Tax-Loss Harvesting
Ten Years Gone: People Evolve, Plans Should Too.
Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

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PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, BudgetingGlenn BrownAging Parents, Sandwichers, Tax Planning, family, Savings, HSA, RSUs, Financial Independence, Financial Planning, Student Loans, 40's, 401(k), Work Benefits, Pension, Life Insurance, Cash Flows, Budget, Roth IRA, Roth Conversion, PMI, House, Student Debt, Newborn, 529 Plan, FSA Dependent Care, Refinancing, Mortgage, ESPP, Estate Planning, POAs, guardians, Guardianship, Long-Term Care, Elder Care Law, Raising Kids, Multi-Generational Planning, Best Practice, Debt Management, children, Caring for aging parents, Employee Benefits, FSA, Focus on your why, Fee-Only Fiduciary, grandchildren, Health Savings Accounts, IRAs, Investing, Kids, Local Town Pages, Health Plans, Medicare, Small Business Owners, Portfolios, Priorities, Retirement, Your Money Your Independence, Year-End
Roth Conversion: Wrap Up Your Tax Year
Roth Conversion: Wrap Up Your Tax Year

Pay the IRS a tax for the gift of tax-free retirement growth.

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Tax Planning, Your $ Your Independence, Retirement Planning, Retirement, InvestingGlenn BrownRoth Conversion, Roth IRA, Tax Planning, Tax Cuts and Jobs Act of 2017, Best Practice, Financial Planning, Investing, IRAs, Retirement, Recharacterization, 401(k), RMD, Required Minimum Distributions, Traditional IRA, Your Money Your Independence, Local Town Pages, Year-End, Pro-rata rule, taxes
Tax planning in September? You should and here’s why.
Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

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Tax Planning, Work Benefits, Your $ Your Independence, Retirement Planning, InvestingGlenn BrownTax Planning, Best Practice, Employee Benefits, Financial Planning, HSA, Health Savings Accounts, Health Plans, Investment Management, Tax Cuts and Jobs Act of 2017, 401(k), Investing, Roth IRA, Roth Conversion, Recharacterization, tax planning, Your Money Your Independence, Tax-Loss Harvesting, Year-End