Monthly Archives: March 2015

Choosing the Right Tax Professional in 5 Easy Steps

Choosing the Right Tax Professional in 5 Easy Steps Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate lifestyle. In addition to a financial planner and estate planning attorney, a qualified tax professional is an integral part of any planning team. Ask [...]

By | 2017-01-08T22:19:59+00:00 March 25th, 2015|Blog|0 Comments

What to do With that Tax Refund? Fund an IRA!

Using a Tax Refund to Fund an IRA in 5 Easy Steps What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2014 and 2015. It can also be [...]

By | 2017-01-08T22:25:10+00:00 March 25th, 2015|Blog|0 Comments

When Should I Retire? Calculating the Financial Impact of Working Longer

By Elaine Floyd, CFP Economic and market pressures have forced many baby boomers to rethink their retirement schedule. A recent study can help you step near-term retirees through the recalculation process by quantifying their possible Social Security benefits, asset allocation, and income needs to arrive at a Plan B retirement date. "How much longer do [...]

By | 2017-01-08T22:30:31+00:00 March 16th, 2015|Blog|0 Comments

Calculating My Retirement Income: Online Tools That Help

By Elaine Floyd, CFP Online calculators shouldn't replace expert analysis, but they can come in handy when you need to ballpark Social Security benefits, retirement distributions and more. These calculators were chosen for their ease of use, visuals, and reliable answers. Web calculators are sometimes given a bad rap because they're too simplistic for complex [...]

By | 2017-01-08T22:41:01+00:00 March 13th, 2015|Blog|0 Comments

Local First-Grader, Business Taking Steps to Help Those in Need

Client First Investment Management, based in West Bend, is organizing a local collection to donate shoes to Soles 4 Souls. The effort inspired a staff member’s daughter to collect shoes instead of gifts for her birthday in order to contribute to the drive. A local first grader is using her birthday as an opportunity to [...]

By | 2017-01-08T22:55:56+00:00 March 11th, 2015|Blog|0 Comments