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.

Have you put off planning for your retirement because you find it daunting and intimidating? Are you familiar with the “3 Key Plans” you need to have in place to build a solid retirement plan?

Retirement Plan

Visualize yourself on a “three-legged stool”, each leg is a different plan that is vital to your retirement planning. All three legs have one thing in common – all of them need to support you! Each leg must be strong, balanced, and able to support you during your retirement.

So what are the three plans?

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Real Estate & Divorce – Your Rights in the State of Florida

This is the tenth installment of “Divorce. What You Need to Think About from a Financial Perspective” which can be downloaded from our FREE eBook library.

The Marital Home

In Florida, “the marital home” is defined as the piece of real property where you and your spouse have spent the majority of your marital lives together. This property is considered a joint asset, and is subject to division according to the Florida statutes. Of course, the court makes the ultimate decision as to who gets the property. A number of factors are taken into consideration, such as:

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Tax Deductions and You – What You Need to Know

Posted by Mark On February 8th

Tax Deductions and You - What You Need to Know

Over the past couple of months we have provided tips about tax deductions. Whether you are familiar with taxes and accounting or not, we hope you have learned more about what is deductible and what is not. In case you haven’t read this information, you can download it as a FREE eBook by clicking the picture above. Or simply read on and we’ll give you a summation of our posts on what you need to know about tax deductions.

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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!

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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.

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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.

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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?

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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.

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While working in retirement is becoming more common…

This is the 3rd tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

…be aware that earnings above certain limits will reduce future benefits until you reach full retirement age.

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Deciding when to begin receiving social security benefits

This is the 2nd tip in our series entitled “The Nuts & Bolts of Social Security in 7 Easy Tips.”

can be a complex decision that shouldn’t be taken lightly.

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