An Enjoyable Retirement

Do you want to retire someday but are afraid you won’t be able to afford to quit your job? Find out how a financial advisor can help.

Trust Tax Returns: What To Know

23 January 2018
 Categories: , Blog

After establishing a trust to simplify your assets and finances, it may move to the back of your mind as you worry about more immediate issues. However, when tax time arrives, you may wonder whether a tax return should be filed specifically for that trust or whether there are other tax issues to concern yourself with.The basic details provided below should better inform you about such matters. Must You File a Tax Return for Your Trust? Read More …

Auto Loans And Free Cars From Unusual Sources

22 November 2017
 Categories: Finance & Money, Blog

Auto loans are hard to get for people who are struggling to make ends meet. Sadly, without a car, these people have even less of a chance of making ends meet. If you fall into this category of "working class poor," here are a few unusual sources for auto loans and free cars. Ways to Work Program It might be called something different in your state, but the program is essentially the same. Read More …

Want To Rent Out Your Starter Home And Purchase Another?

4 October 2017
 Categories: Finance & Money, Blog

If your family has long outgrown your "starter home," you may be wondering whether keeping your current home (and mortgage) and renting it out to another family is a better alternative than trying to juggle a sale and purchase all at once. In many parts of the country still recovering from last decade's housing crisis, rental prices have far outpaced real estate prices, and turning the home you already own into a rental can be a great way to expand your real estate portfolio without taking on much extra risk. Read More …

Construction Projects – How Contractors Can Protect Their Business

6 March 2017
 Categories: Finance & Money, Blog

Contractors work on hundreds of homes each year. It is common in this industry to use subcontractors to help with completing projects. If you have a homeowner in your development who is not happy with the work done by your subcontractor, then your company could suffer because of your subcontractor's negligence. Construction conflicts have a negative impact on the builder and their business. Read on to find out how contractors can protect their company. Read More …

What To Do If You Fear Your Elderly Loved One Was The Victim Of Identity Theft

1 March 2017
 Categories: Finance & Money, Blog

When you have an elderly loved one that you help care for and look out for, it may be disheartening to discover that your loved one may be the victim of identity theft. There are many people in the world that target and attempt to exploit elderly people because they assume that those people do not know better themselves or do not have advocates looking out for them. However, if you are looking out for them and spot signs of trouble, you may be able to help your elderly loved one take back control of their identity and track down the person who victimized them. Read More …

About Me
An Enjoyable Retirement

Several years ago, my dear dad decided he needed to start saving money for retirement. After speaking with an experienced financial advisor, my parent started a Roth IRA. Over the years, my dad’s retirement account has accumulated a substantial sum of money. He recently told me he plans to retire after working for two more years. Do you want to retire someday but are afraid you won’t be able to afford to quit your job? Consider scheduling an appointment with a reputable financial advisor in your area. This professional can talk with you and help you develop a personalized savings plan. On this blog, I hope you will discover the most common methods people utilize to save money for retirement.