Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for the ‘Wealth Planning’ Category

Hiring your children that are under the age of 18 can…

…also make your tax planning easier, as you can get an income tax deduction.

Read the rest of this entry »

If you buy your parents’ home and rent it back to them…

…you can create a nice tax break.

Read the rest of this entry »

There are a few things that you can do to…

This is a Bonus Tip to the “3 Tips To Help You Sit Pretty In Retirement” eBook.

…make your retirement planning more stable!

Read the rest of this entry »

If you are divorced, your ex-spouse may qualify…

This is the 7th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…for social security benefits on your earnings.

Read the rest of this entry »

You may want to know…

This is the 6th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…what exactly the social security death benefits are.

Read the rest of this entry »

So you’re still a little confused about…

This is the 5th tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…your social security planning?

Read the rest of this entry »

Over the last few blog posts, I’ve reviewed important year-end information for you.   Now we’re back to our “Nuts & Bolts of Social Security” blog series…

Social security benefits may be taxable…

This is the 4th tip in our series entitled: “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…based on your modified adjusted gross income.

Read the rest of this entry »

So you want to start getting a personal wealth plan together…

Make sure that you grab the “Roth IRA – 8 Quick, Helpful Tips” eBook from www.Makara-Assoc.com.

…that is right for you and your family.

Read the rest of this entry »

Here piggy-piggy-piggy…

Piggy Bank

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook.

The basis of a good Personal Savings Plan is not to have a fancy piggy bank! It’s to have mastery over your Cash Flow.

To make sure you are on track you should have the following:

Read the rest of this entry »

You have been saving money your entire life to get to this point….

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook.

you have Pensions, IRAs, Annuities, and 401k’s – Think you’re all set?

You’re not!

Read the rest of this entry »