Posts tagged Retirement
Would’ve, Could’ve, Should’ve… But Did You?
Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, BudgetingGlenn BrownAging Parents, Asset Allocation, Sandwichers, Capital Gains, Tax Planning, Savings, Student Debt, Small Business Owners, Student Loans, Budget, Best Practice, Rebalancing, Debt Management, College Planning, children, College, Caring for aging parents, Economy, Goals, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Education, Guardianship, Mortgage, Health, Healthcare, Home Equity Line of Credit, HELOC, IRAs, Investing, Investment Management, IRA Withdrawals, 401(k), Raising Kids, Work Benefits, Kids, Local Town Pages, Markets, Interest Rates, Income Streams, Total Return, Portfolios, Priorities, Refinancing, Retirement, Roth IRA, Roth Conversion, Estate Planning, Traditional IRA, Your Money Your Independence, Dividend Growth, Tax-Loss Harvesting, Yields
Proactive Planning and Health Remain Critical
Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

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Budgeting, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownTax Deadlines, Capital Gains, Tax Planning, Savings, Budget, Best Practice, Debt Management, Rebalancing, College Refunds, CARES Act, Health, Health Care, Health Savings Accounts, HELOC, Home Equity Line of Credit, MassSave, Healthcare, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Health Plans, HSA, children, IRAs, Interest Rates, Investing, Investment Management, IRA Withdrawals, Yields, Work Benefits, 401(k), Markets, Local Town Pages, College, Mortgage, Roth IRA, Priorities, Refinancing, Retirement, Student Debt, Student Loans, Caring for aging parents, Traditional IRA, Your Money Your Independence, taxes
Ch-Ch-Changes - Turn And Face The Strange
Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownCARES Act, Tax Deadlines, IRA Withdrawals, College Refunds, 529 Plan, Budget, Best Practice, Debt Management, Tax Planning, Tax-Loss Harvesting, Taxes, College Planning, College, Employee Benefits, Economy, Financial Planning, Financial Aid, House, IRAs, Investing, Investment Management, Kids, Markets, Work Benefits, Local Town Pages, Mortgage, RMD, Small Business Owners, Interest Rates, Portfolios, Required Minimum Distributions, Rebalancing, Retirement, Refinancing, Student Debt, Student Loans, SBA, Tuition, Traditional IRA, 401(k), 403(b), Your Money Your Independence
Be Proactive and Less Reactive
Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

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Budgeting, Your $ Your Independence, Tax Planning, Retirement, Retirement Planning, InvestingGlenn BrownAsset Allocation, Capital Gains, Tax Planning, Budget, Economy, Focus on your why, Financial Planning, Fee-Only Fiduciary, family, House, Mortgage, Rebalancing, Refinancing, Investing, Investment Management, Roth Conversion, Retirement, Markets, 401(k), Local Town Pages, Interest Rates, Income Streams, Portfolios, Priorities, Raising Kids, Roth IRA, Savings, Student Debt, Student Loans, Total Return, Your Money Your Independence, Your Money, Dividend Growth, Yield Curve, Yield-To-Maturity, Yields, Wash Sale, Tax-Loss Harvesting, taxes
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
The SECURE Act: Congress spins “Taxman” for next generation
The SECURE Act: Congress spins “Taxman” for next generation

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

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Estate Planning, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownAging Parents, Tax Planning, Savings, Beneficiaries, Best Practice, taxes, tax planning, Estate Planning, children, designation, death, Employee Benefits, Financial Planning, family, Guardianship, Gifting, IRAs, inheritance, Minors, Kids, Will, 401(k), Work Benefits, Raising Kids, Local Town Pages, Multi-Generational Planning, RMD, SECURE Act, Roth IRA, Required Minimum Distributions, Retirement, Roth Conversion, Trusts, Trustee, Traditional IRA, Teenager, Sandwichers, Your Money Your Independence, Estate Tax, Your Money
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
Are you a Sandwicher? Embrace it!
Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

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Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College PlanningGlenn BrownSandwichers, tax planning, Best Practice, children, Caring for aging parents, College Planning, Estate Planning, Financial Planning, Focus on your why, family, grandchildren, Health Care, Kids, Aging Parents, Medicare, Long-Term Care, Retirement, Savings, Tax Planning, Trusts, Your Money Your Independence, Your Money
Grandparents: Stretching Is Good For Health, What About Your IRA?
Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.

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Estate Planning, College Planning, Retirement Planning, Tax PlanningGlenn BrownIRAs, Stretch IRA, Beneficiaries, RMD, Required Minimum Distributions, grandchildren, Best Practice, Estate Tax, Estate Planning, Tax Planning, Retirement