Can You Live Off Dividends And How Much Would You Need?
Posted by
Jim Kantowski, CFP®, CPA on June 15, 2022
You want to grow your wealth on your terms, and investing in the stock market is an excellent way to do that. While having a diversified portfolio is a smart move, it’s also important to understand specific aspects of investing, such as buying stocks that enable you to receive dividend payments. ...
Read More
0 Comments Click here to read/write comments
Topics: Retirement Planning
What Is A Straight Life Annuity, And Is It For Me?
Posted by
Jim Kantowski, CFP®, CPA on June 03, 2022
Despite having plans in place, financial advisors to consult, and financial goals for the future, investors can sometimes still feel like investing itself is a gamble. When the market dips and soars—sometimes doing both within the same day—investors who are approaching their retirement years may ...
Read More
0 Comments Click here to read/write comments
Topics: Retirement Planning
How To Determine The Best Place To Retire: 5 Tips
Posted by
Jim Kantowski, CFP®, CPA on May 26, 2022
Wherever you decide to spend your retirement, you want to enjoy this new stage in life to the fullest extent. Choosing a retirement location that’s right for you—and your spouse, if you’re married—is a big step. In this blog post, we’ll explore how to determine the best place to retire, and ...
Read More
0 Comments Click here to read/write comments
Topics: Retirement Planning
Financial planning can seem complicated enough as an individual, let alone if you’re a small business owner. As a business owner, the line between your personal and company finances are often blurred.
Read More
0 Comments Click here to read/write comments
Topics: Financial Planning, Retirement Planning, Business Owner News
As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be wondering: Should I sell my business?
Read More
0 Comments Click here to read/write comments
Topics: Financial Planning, Business Owner News
Though it may seem counterintuitive, some financial concepts we’re taught to think of as “bad” can actually be used to help achieve our long-term financial goals. One of these concepts is debt.
Read More
0 Comments Click here to read/write comments
Topics: Financial Planning, Wealth Management
Whether you recently became a high earner or have been for years, paying close attention to tax planning opportunities can have a significant impact on your ability to accumulate wealth. Broadly speaking, tax planning involves the following:
Read More
0 Comments Click here to read/write comments
Topics: Financial Planning, Wealth Management
For specific information on last quarter’s market performance, please download our Q1 Market Review.
Read More
0 Comments Click here to read/write comments
Topics: Investment News
Am I Ready To Retire? Consider These 4 Financial Aspects
Posted by
Jim Kantowski, CFP®, CPA on April 05, 2022
After several decades of working, it’s only natural to dream of finally vacationing around the world, moving to a cabin or a beach, or just sleeping in every day—whatever it is you envision once you leave the workforce. But how do you know when to retire? The whole process depends on two ...
Read More
0 Comments Click here to read/write comments
Topics: Financial Planning, Retirement Planning