by David Schaeffer | Feb 16, 2017 | Investments, Retirement Planning, Savings
Financial Tip February 2017 By David S Edge [spacer height=”03px”] How to invest or save has more to do with where you are in life than you may think. [spacer height=”02px”] Let’s begin with definitions. [spacer height=”02px”]...
by David Schaeffer | Feb 7, 2017 | Investments, Uncategorized
Its February already February 2017 By David Schaeffer [spacer height=”02px”] This year will be exciting; new year, new government, new initiatives! As always, I look at what we can do to make a positive impact on our community. At our firm, we are looking...
by David Schaeffer | Dec 27, 2016 | Estate Planning, Investments, Retirement Planning, Savings
Financial Tip - December 2016 At the end of each year there are deadlines for giving, so that you can reduce your taxable income when you file your taxes. Here’s a short list of gift-giving to consider![spacer height=”5px”] * Charity begins at home. Got...
by David Schaeffer | Aug 13, 2015 | Estate Planning, Investments, Retirement Planning, Savings
Learn that “No” can be an Answer [spacer height=”2px”] By David S. Edge [spacer height=”20px”] Bert and Dawn have been wonderful parents who wanted everything for their kids. Both parents ran successful and profitable businesses and they, of...
by David Schaeffer | Mar 10, 2012 | Investments, Qualified Money (IRA), Retirement Planning, Savings
Minimum Retirement Plan Distributions Qualified retirement plans offer tax benefits if you follow a few IRS rules. Retirement Plans are intended for Retirement Penalties for early withdrawal help discourage early withdraws and guides investors to withdraw their...
by David Schaeffer | Mar 10, 2012 | Investments, Savings
Roth IRA Conversion If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at retirement, no required minimum distributions at age 70...
