A Few Drops in the Bucket
Let me ask you a question: How many spreadsheets do you have on your desk? I bet there’s at least two or three. Most have a budget spreadsheet which shows how much money has been spent (which, of course, has the amount the...Read More
New Tax Bill - Optimizing Charitable Gifts
The new income tax law for 2018 has by and large increased the number of tax payers who will file using the standard deduction versus itemizing. This is due to what is allowed to be deducted. This is not all inclusive, however, as most...Read More
Women and Extended Care
It’s no secret that women tend to worry about certain financial challenges that men often do not ever consider. Women are planners, and with planning undoubtedly comes a lot of stress from all those “what ifs.” As an...Read More
A New Look at Extended-Care Planning
Successful people spend the majority of their adult life working to better themselves, advance their careers, and put away enough money to eventually reach the day where they gain financial independence. It is a great feeling to know...Read More
When is Social Security Income Taxable?
When Is Social Security Income Taxable? It depends Provided by Mark Nabell Your Social Security income could be taxed. That may seem unfair, but it’s a possibility. Retirees have had to contend with this since 1984. Social...Read More
How Will Rising Interest Rates Effect You?
As most people know by now, Federal Reserve Chairperson Janet Yellen has been raising interest rates and will probably continue to do so. What does that mean for the average consumer and investor? The Federal Reserve, the central bank...Read More
Q&A - Healthcare Costs
Question: What part of retirement planning is most often overlooked? Answer: Preparing for health care cost. Today investors are faced with lower returns and volatile markets that require pre retirees to save more and wait longer for...Read More
Q&A - Low Interest Rate Environment
Question: How do you create sustainable retirement income in a low interest environment? Answer: Low interest rates have plagued conservative investors and savers for years. Investing for income in retirement has continued to become...Read More
Q&A - Asset Location Planning
Question: What is the impact of taxes in retirement planning? Answer: One of the biggest mistakes made in planning for retirement is only contributing to pretax individual retirement accounts and company sponsored retirement plans. It...Read More
How Small Businesses Can Make an Employer Sponsored Retirement Plan Work for Them
Employer sponsored retirement plans, whether a 401k, a SEP IRA, or a SIMPLE IRA, can be a great tool with many benefits for small businesses, their owners, and employees alike. The benefits extend far beyond simply providing another...Read More
6 Year Old Advisor Licensed for Long-Term Care Insurance
Joshua Rosenberg of Nabell Winslow Investments and Wealth Management is now licensed for long-term care insurance at the striking young age of 6! While Josh has been around for much longer than that, he has a unique birthday which...Read More
Are We Lost?
Where are we in the “market”? Everyone has been lost on occasion. If you’re a male like me, you might be too stubborn to ask for directions. If you are like my wife, you just haven’t arrived yet and need a bit...Read More
Am I Too Young for Life Insurance?
Young professionals starting in the early phases of their career are experiencing a very exciting and unique time in their lives. They are learning, growing, and building an experience bank to better themselves and develop skills in...Read More
Financial Fitness for the New Year
Many of us set goals or New Year’s resolutions this time of year. Most of those goals seem to revolve around losing weight, getting “in shape”, spending more quality time with the family or improving financial fitness...Read More
2015 Year-End Tax Issues Review
Here is the introduction and link for an informative and helpful white paper that discusses year-end tax planning issues. "2015 present significant income, estate and gift planning consideratios and opportunities. In 2015, as a result...Read More
Market Turmoil: A Quick Retirement Checklist
October 5, 2015 Market Volatility has a way of striking a cord with even the most seasoned investor. Here are three quick tips on how to deal with unstable markets with regards to your retirement income planning. Do you have enough...Read More
Considerations Before Retirement
Many people spend more time planning an annual vacation than they do for their retirement. This is unfortunate in that many of the decisions you make at retirement have long lasting consequences, and some bad choices can be very...Read More
What's Your Benchmark?
For years Wall Street has been saying that investing is simple and that you should put your money into low cost index funds and let time do its job. The mentality is that investing is a commodity and that if everyone does the same...Read More
Should I Buy Long Term Care Insurance?
As you may have guessed, the answer is – it depends. It depends on your individual situation and will this purchase of a policy help you or your family. Not everyone needs Long Term Care insurance (LTCi). You can probably do...Read More
Cash in a Hurricane
Everything has advantages and disadvantages. Living on the North Carolina coast, we enjoy the beautiful beaches and mild climate. The region is, however, part of what is known as “Hurricane Alley”. Everyone from surfers to...Read More
Should you take a "Senior Gap Year"?
You might remember the “gap year”. That was when you or some of your friends took off after college to travel for a while or “find yourself”.Read More
Did LIFO get past your security gate?
Living in a gated community does give you a sense of security by keeping certain undesirable experiences from happening. But did LIFO sneak past your gate?Read More
Tax Strategy: Did your advisor even try?
Every year as the holiday season passes, a new and stressful time of year rolls by, tax season.Read More
Football! What does it have to do with Alternative Investments?
Tailgating, cooler weather and a variety of different offenses are here with the onset of the fall and football season.Read More