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Feb
09
Woody & Gerry's 11 Estate Planning Tips That Apply To Everyone (no matter how large or small your net worth)
WOODY & GERRY’S 11 ESTATE PLANNING TIPS THAT APPLY TO EVERYONE (NO MATTER YOUR NET WORTH) 1. Make a complete and accurate inventory of all assets and their values. 2. Determine the form of ownership of each asset; understand its effect on the transfer of property at death. 3. Verify beneficiary designations on life insurance policies and retirement accounts. 4. Estimate the size of the estate to determine whether estate tax planning is needed. 5. Decide whether certain family members or assets need special protection (minor children, those with special needs, family business). 6. Select beneficiaries and determine what provisions should be made for each. 7. Determine how financial and health care decisions will be made...
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Jan
10
Retirement Vehicle Decision Tree
Here is a link to a 7 step process to help you determine which retirement vehicle is right for you. Do you fund an IRA, a ROTH IRA, 401(k), 401(k) ROTH, SEP Employee, SEP Employer, Defined Benefit Plan, Non-Deductible IRA, etc...?  What are the advantages and dis-advantages to each and why would you fund one over the other? Our simple 7 step decision tree will help make these choices easy for you.  Click here to access:  7 Step Retirement Decision Tree
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Jan
04
Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014
Tune in  this Sunday, January 5th, 2014, to All News 106.7 from 9 AM to 10 AM and listen to Gerry & Woody, the hosts of "The CPA Wealth Advisors Radio Show" discuss Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014. To listen to the show now on the Internet, click here: Three Simple & Actionable Steps to Take Charge of Your Retirement Game Plan in 2014 - Radio Show Link
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