You Just Received Notice of an Inheritance: What Should You Do?
You’ve just been notified that you are receiving an inheritance. Someone cared enough about you to include you in his or her estate. Maybe it was a parent, an aunt or uncle, a sibling, or a longtime friend. Maybe you were expecting it. Then again, maybe the notice came as a complete surprise. Regardless of […]
Ancient Wisdom of Pharaoh’s Dreams
Every workday I spend 30 minutes reading. This habit developed about 5 years ago after I was introduced to the world of personal development by my good friend Kevin. He’s been a big influence on my life, usually leading me to be a better person by example. I try to read books about topics that […]
<strong>Ancient Wisdom of Pharaoh’s Dreams</strong>
Every workday I spend 30 minutes reading. This habit developed about 5 years ago after I was introduced to the world of personal development by my good friend Kevin. He’s been a big influence on my life, usually leading me to be a better person by example. I try to read books about topics that […]
<strong>When is a good time to convert from an IRA to a Roth?</strong>
An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we really start acting to make final decisions about converting pre-tax money (such as […]
<strong>Will You Need Less or More Income in Retirement?</strong>
Our firm holds regular educational classes at the community college campus near our Ankeny, IA office. We invite folks in surrounding communities to these classes through direct-mail postcard invitations and digital invitations through Facebook. The invitations highlight several specific topics that we commonly cover during our classes. For example, strategies to optimize entitlement programs such […]
<strong>Don’t Forget Your Healthcare</strong>
Imagine you’re planning a once in a lifetime Hawaiian vacation. You’ve established a set budget of $8,000 for arranged accommodations, meals, excursions, and a rental car when you arrive. You’re feeling confident that you have planned well, and have wisely allocated nearly your entire budget for this vacation. You even splurged on a new wardrobe […]
<strong>Mr. Assets Gets A Promotion?</strong>
Meet Mr. Assets. I’d like to introduce you to Mr. Assets. He’s a proud individual. Works hard for himself and his family. He’s industrious, has an entrepreneurial spirit, and has several business opportunities in motion at any one time. It’s very exciting to watch him go, and many folks are eager to receive regular updates […]
<strong>Coronavirus Aide, Relief, and Economic Security (CARES) Act</strong>
Congress rushed through legislation and it was signed by the president. The cares act is the largest stimulus bill ever passed, and intended to help American families and American businesses. For the purposes of this article we’re going to focus on a few of the provisions that are likely to impact the majority of our […]
<strong>Every Dollar Has a Purpose and Timeline</strong>
For centuries, lighthouses were used as navigational beacons. Ancient mariners were guided by fires built on hill tops. These primitive visual guides eventually became elevated on platforms for better visibility at sea. Eventually the modern lighthouse as we know it today was developed by placing the light source high in a tower to increase the […]
Perspectives February 2020 Lifestyle eNewsletter
Mark Triplett presents: SMART TIP: Dry skin this winter? Moisturize immediately after bathing or washing your hands, while your skin is still damp, to help lock in moisture and prevent it from fully evaporating off your skin. WHO SAID IT? “If you desire many things, many things will seem but a few.” [GET […]