Hawaii 5-0

Turning the “Big 5-0” is something that can be celebrated or dreaded.  For me, I chose celebration — in Hawaii just recently!  I truly believe that life keeps getting better with the turning of every year.  Perhaps someday the experience will change, but so far so good.

hawaii

Various milestones whether it be reaching a certain age, job position (change/ promotion/ retirement), family stature (marriage/ parent/ grandparent), or even sporting achievements…deserve to be recognized. Then, along with recognition comes reflection. Of course, for me, having chosen to manage peoples’ financial lives as a profession, reflecting a great deal on the future comes naturally.  My husband may even say that I drive him nuts “reflecting” on the things we need to be doing today and over the next 10-15 years to make retirement a reality. Continue reading “Hawaii 5-0”

Tax Break…Anyone?

One of the more anticipated pieces of legislation out of Washington DC has been the Trump tax proposal — or really ANY tax proposal — that has been said to carry some kind of relief for all taxpayers.

tax-formsHealthcare is another hot button but taxes slightly edge out healthcare as the #1 item of interest (and if my readership is any indication, the subject of taxes is my #1 most read topic year-over-year).

This is at least a two-part edition, so here goes the tip of the iceberg of ideas being floated by reporters on the front lines in Washington:*

  • Lowering the corporate tax rate to 15%
    • theoretically encourages US corporations to bring back, or “repatriate”, cash being held overseas.
  • Simplification of individual tax brackets to three: 10%, 25% and top rate of 35%.

Continue reading “Tax Break…Anyone?”

Dick Wagner & Life

In tribute to a guy definitely worth knowing about — not a rock star or Hollywood actor — but a celebrity in his own right. Richard “Dick” Wagner died this week at age 66.

Dick Wagner (no relation to me) was a luminary in the world of financial planning, dedicating his life to getting people to focus and think about their lives and the human side of their wealth. Another way to say this is, “How are you going to spend your money today and someday…for the richest life possible?”.

Continue reading “Dick Wagner & Life”