Venice Archives - Page 3 of 17

To Roth or not to Roth, that is the question!

By Curt Stowers | October 11, 2024 |

Mountain climber contemplates: To Roth or Not to Roth?

Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!

Social Security Timing – Getting it Right!

By Curt Stowers | October 4, 2024 |

It's a big decision, deciding when to take Social Security

When should YOU begin taking Social Security? Read on to learn what you need to know!

Is the IRS discouraging your generosity?

By Curt Stowers | September 27, 2024 |

Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!

Real Estate and IRAs – Tips for Avoiding the Traps

By Curt Stowers | September 6, 2024 |

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

Six Sigma and Financial Planning

By Curt Stowers | August 2, 2024 |

Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan

Is Your Financial Advisor In Their Right Mind?

By Curt Stowers | July 26, 2024 |

The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?

Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 |

You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…

Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 |

You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…

Quarterly Market Review – First Quarter 2024

By Curt Stowers | April 19, 2024 |

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).