by Jerald Schneider | Nov 28, 2017 | Business News
Year End Financial Planning This is a busy time of year and each of us should budget some time for year-end financial planning. Year End Financial Planning may include a number of issues including, tax planning, investment changes, employment benefit elections,...
by Jerald Schneider | Oct 25, 2017 | Business News
Efficient with Time, Money and Everything Else Efficient use of time is key for striving to meet your goals. By striving to do things in an efficient way, many tasks are completed in less time, leaving more time for other adventures. This concept applies to...
by Jerald Schneider | Sep 27, 2017 | Business News
Is My Inheritance Taxable? The short answer is maybe? The long answer is it depends. The taxability of inheritance depends on the tax attributes of what is left to the beneficiaries. Some items will pass to the beneficiaries tax free. Common items in this category are...
by Jerald Schneider | Aug 30, 2017 | Business News
Quotes from Warren Buffet Are you a participant in a 401K, 403B, Pensions Plan, Profit Sharing Plan, or other similar plan? If yes, do you expect to roll over your plan assets to an IRA some day? If yes, are you prepared to choose investments yourself? Most of us are...
by Jerald Schneider | Jul 26, 2017 | Business News
Possibilities, Potentials, and Opportunities When I think of the word possibilities, I think of all things possible in the universe for a given situation. When I think of the word potentials, I think of all that I am currently capable of, or can become capable of....
