Getting Frank Blog
The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out these Super Bowl-inspired investment strategies. 1. Focus On Your Goals Before any competition, athletes spend…[...]Continue Reading
As the year has still just begun, probably the last thing on your mind is filing your taxes in spring. But if you start assembling the necessary documents and information now, you may experience less stress and be in a far better position come April. Luckily, tax day is a few days later than usual in 2023—since April 15 falls…[...]Continue Reading
When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your…[...]Continue Reading
Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you'll find a useful countdown of the five biggest steps to developing a…[...]Continue Reading
When it comes to New Year's Resolutions that include financial goals, writing them down and being visible could be essential to your success. After you've written down what your financial resolutions for the New Year are, tell others about your progress and failures. Here are some things you may want to focus on this year: Decrease your spending The less…[...]Continue Reading
For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the end of the year is the perfect time to take stock of your investments, evaluating what worked, what didn't, and…[...]Continue Reading
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
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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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