jacksonvilleplanningstrategies.blogspot.com

Financial Planning Strategies

Creating Road Maps that Work for Your Financial Life. Wednesday, November 30, 2011. Retiring in 5 years, your portfolio is down – 5 things you must do now. Free advice comes by the boatloads; buy gold, buy annuities, short the market. Suddenly everyone you speak to is an expert in the markets. What should you do if you want to retire in the next half decade? 5 Things to Do Now. What if you have more than 5 years until retirement? More time to prepare. You still need to know your goals. Write down all of ...

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Creating Road Maps that Work for Your Financial Life. Wednesday, November 30, 2011. Retiring in 5 years, your portfolio is down – 5 things you must do now. Free advice comes by the boatloads; buy gold, buy annuities, short the market. Suddenly everyone you speak to is an expert in the markets. What should you do if you want to retire in the next half decade? 5 Things to Do Now. What if you have more than 5 years until retirement? More time to prepare. You still need to know your goals. Write down all of ...

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Financial Planning Strategies | jacksonvilleplanningstrategies.blogspot.com Reviews

https://jacksonvilleplanningstrategies.blogspot.com

Creating Road Maps that Work for Your Financial Life. Wednesday, November 30, 2011. Retiring in 5 years, your portfolio is down – 5 things you must do now. Free advice comes by the boatloads; buy gold, buy annuities, short the market. Suddenly everyone you speak to is an expert in the markets. What should you do if you want to retire in the next half decade? 5 Things to Do Now. What if you have more than 5 years until retirement? More time to prepare. You still need to know your goals. Write down all of ...

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jacksonvilleplanningstrategies.blogspot.com

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Financial Planning Strategies: Retiring in 5 years, your portfolio is down – 5 things you must do now

http://www.jacksonvilleplanningstrategies.blogspot.com/2011/11/retiring-in-5-years-your-portfolio-is.html

Creating Road Maps that Work for Your Financial Life. Wednesday, November 30, 2011. Retiring in 5 years, your portfolio is down – 5 things you must do now. Free advice comes by the boatloads; buy gold, buy annuities, short the market. Suddenly everyone you speak to is an expert in the markets. What should you do if you want to retire in the next half decade? 5 Things to Do Now. What if you have more than 5 years until retirement? More time to prepare. You still need to know your goals. Write down all of ...

2

Financial Planning Strategies: May 2009

http://www.jacksonvilleplanningstrategies.blogspot.com/2009_05_01_archive.html

Creating Road Maps that Work for Your Financial Life. Monday, May 18, 2009. The Family Budget – Why is it so often overlooked? At the end of the month they are asking themselves, “Where did all the money go? 8221; The answer to that question is easy; it went on a whimsical adventure that did not include where you planned it to go. Your money went to Starbucks and Target on those last minute stops that you didn’t expect. 1 Set your budget on a monthly basis. Your budget must be written. To view them. ...

3

Financial Planning Strategies: March 2010

http://www.jacksonvilleplanningstrategies.blogspot.com/2010_03_01_archive.html

Creating Road Maps that Work for Your Financial Life. Saturday, March 27, 2010. 2010 Brings a great Roth Planning Opportunity. If this client were to combine his Roth conversion with his charitable giving he may be able to offset the tax on the conversion. But what if the client needed the income from his investments to maintain his standard of living? The charitable deduction allowed would be $103,923.75 in the current year. The removal of the income limitation and limitations for itemized deductions in...

4

Financial Planning Strategies: August 2008

http://www.jacksonvilleplanningstrategies.blogspot.com/2008_08_01_archive.html

Creating Road Maps that Work for Your Financial Life. Sunday, August 3, 2008. You probably have heard from most investment professionals what types of investments you should own. Some of them may work out, some may not. I am taking a different route with this article. I am telling you about products that usually benefit the sales person more than the client. This list of investments is not all inclusive, the bottom line in investing, if you don’t completely understand it –- stay away! If you realize you ...

5

Financial Planning Strategies: August 2010

http://www.jacksonvilleplanningstrategies.blogspot.com/2010_08_01_archive.html

Creating Road Maps that Work for Your Financial Life. Tuesday, August 31, 2010. Target Date Funds = Target Dud Funds. How would you like to have owned this fund in 2008 knowing you would be retiring in 2010? Most of these novice investors would have gotten scared and gone to cash. What will be the percentage of equities at the target date? What assets are included? Do they hold assets other than stocks and bonds? Monday, August 23, 2010. Tax Tsunami around the Corner, How to Minimize the Damage. 2011 cou...

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jacksonvilleplanningstrategies.blogspot.com

Financial Planning Strategies

Creating Road Maps that Work for Your Financial Life. Wednesday, November 30, 2011. Retiring in 5 years, your portfolio is down – 5 things you must do now. Free advice comes by the boatloads; buy gold, buy annuities, short the market. Suddenly everyone you speak to is an expert in the markets. What should you do if you want to retire in the next half decade? 5 Things to Do Now. What if you have more than 5 years until retirement? More time to prepare. You still need to know your goals. Write down all of ...

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