Life Planning & Wealth Management articles courtesy of:
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2024 Election and Taxes
Election day is right around the corner. It’s important that you’re well educated on the tax proposals for each candidate. No matter what your political views are, be sure that you get out and vote.
What Do You Want Your Story to Be?
Imagine yourself in your favorite spot in the world. You are in the last days of your life and looking back at your story. What do you want your story to be? Are you living that story today? If not, why not? If not, how do you change your course?
Retirement - The Easy Years Are Over
The accumulation years are the easy years…if any years are really easy years. And frankly, that is when you need to start thinking and become proactive about your retirement years. Here are some things to consider.
90 Reasons Why Not to Invest in the Stock Market
The stock market has been a subject of debate for years, with various reasons for not investing. Some of the most common reasons include the Great Depression, economic struggles, etc. However, there is a good reason to invest in the stock market.
The Real 80/20 Rule
What 80/20 rule do you need to work on? Maybe there is more than one. Prioritize, get help, let us help. Just don’t sit and do nothing. 80% of 0 is ALWAYS 0!
Is Your IRA a Tax Nightmare?
Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare.
Is Your Life Dehydrated?
What does it mean to you to live LIFE on purpose? Living LIFE on purpose is living by design. We are a nation that needs to get off our phones and stop watching the news. We need to get back to our roots and get re-hydrated.
Tax Reform Sunset
It’s important to note that there were only a few things that were made permanent with tax reform. What does this mean for you?
Facing Inflation
Everything is so expensive! Can you still afford to retire? The risk that inflation puts on your retirement is real. The longer you ignore it or procrastinate planning for it, the less options you will have to fight it.
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.