Getting Frank Blog
Enduring Market Volatility With a Financial Plan
Dec 16, 2022
If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.1 What might you do to survive and even thrive during volatile markets? A financial plan may help you feel more confident and help you…[...]Continue Reading
The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to review several factors in preparing year-end documents and preparing for the following year. Here are five tips that may…[...]Continue Reading
Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you're new to charitable giving or a veteran, there are several strategies you should keep in mind. The giving methods you choose, what you give, and when you give can help you maximize your impact and minimize your tax burden. Here…[...]Continue Reading
For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with that shiny new year right around the corner, meeting end of year deadlines and getting tax efficiencies in place now may prepare us for a…[...]Continue Reading
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances: Generational wealth transfer- Generational wealth transfer may become more important when an event occurs, such as a death, a…[...]Continue Reading
When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including a few situations in which…[...]Continue Reading
As a business owner, you know the importance of planning for your company's future. To this end, you may have taken steps to learn about buy–sell agreements and the role that life insurance and disability income insurance can play in planning a business buyout. If so, you may be one step ahead of the game. But have you thought about…[...]Continue Reading
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Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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