It’s our one-year anniversary at Good Life Wealth Management and we want to thank all of our clients, readers, and friends for your support this year. We’re only getting started with the great things we want to do, so please keep following for future news!
We’re donating 10% of our profits for 2015 to Operation Kindness and there’s nothing we would love more than being able to write them a large check at the end of the year. If you’re looking for a financial advisor, want to make a change in your current approach (or lack thereof), or just want a second opinion, please don’t hesitate to give us a call.
Over the past year, I’ve posted 53 articles to share important financial planning concepts which can help you achieve your goals. Chances are good that if you have a common financial question, I may have written about it already. Here are the articles we’ve posted over the past year; if you see one of interest, please click on the link. Thank you for reading!
Introducing Good Life Wealth Management
Three Studies for Smart Investors
6 Steps to Save on Investment Taxes
Who’s Going to Pay for Your Retirement, Freelancer?
Why Alan Didn’t Rollover His 401(k)
8 Questions Grandparents Ask About 529 Plans
How to Maximize Your Social Security
A Young Family’s Guide to Life Insurance
Student Loan Strategies: Maximizing Net Worth
Socially Responsible Investing
Machiavelli and Happiness in an Age of Materialism
5 Tax Mistakes New Retirees Must Avoid
The AFM Pension Plan: What Every Musician Needs to Know
5 Techniques for Goal Achievement
Bringing Financial Planning to All
Community Property and Marriage
Retirement Cash Flow: 3 Mistakes to Avoid
5 Tax Savings Strategies for RMDs
5 Ways to Save Money When Adopting a Pet
How Some Investors Saved 50% More
5 Retirement Strategies for 2015
Are Your Retirement Expectations Realistic?
What Not to Do With Your 401(k) in 2015
The Dangers Facing Fixed Income in 2015
A Business Owner’s Guide to Social Security
Should You Invest in Real Estate?
How to Become a Millionaire in 10 Years
Get Off the Sidelines: 3 Ways to Put Cash to Work
Proposed Federal Budget Takes Aim at Investors
4 Strategies to Reduce the Medicare Surtax
Retiring Soon? How to Handle Market Corrections
Three Things Millennials Can Teach Us About Money
Deferral Rates Trump Fund Performance
How Much Can You Withdraw in Retirement?
Growth Versus Value: An Inflection Point?
Will the IRS Inherit Your IRA?
Fixed Income: Four Ways to Invest
Are We Heading For a Bear Market?
Should You Hedge Your Foreign Currency Exposure?
Have a question or a topic you’d like to learn more about? Send your questions to [email protected].
