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Planning for a Bright Future

About Me

Planning for a Bright Future

When I graduated college, I landed a dream job teaching accounting at a university. For five years I enthusiastically taught my students important accounting principles. During this time, I put a significant portion of my paychecks into a retirement fund. Because I’ve always been extremely conservative with my finances, I invested all of my cash into money market funds. Unfortunately, this decision did not yield great results. Now that I’m older and wiser, I’d like to rectify the retirement mistake I made when I was younger. On this blog, I hope you will discover the best types of funds to include in your retirement portfolio. Enjoy!

How Professional Accounting Services Can Be Beneficial

30 September 2016
 Categories: , Blog

If you are running a business, you might want to consider making use of a professional accountant. To help you see just how beneficial that can be, you will want to take a few moments to review the following points. Receive Financial Advice While an accountant may not be a standard financial advisor, he or she can actually come with a lot of great advice for you that should help improve your financial situation. Read More 

Choosing The Right Business Broker When Selling Your Family Restaurant

29 March 2016
 Categories: , Blog

If you're getting ready to sell your family restaurant, then it is important that you choose the right business broker for the process. It's wise to choose a business broker rather than try and sell it alone, but you still need to make sure you pick the right broker to do it. Here are a few things to consider when choosing the right business broker. Can They Produce An Attractive Teaser And Can They Market It To The Target Audience? Read More 

3 Tips To Catch Up On Your Retirement Savings

13 March 2016
 Categories: , Blog

Did you get a late start on retirement planning? Are you worried that you won't have enough money to retire comfortably? You're not alone. Many workers who are approaching retirement share your same concerns. The good news is that it's never too late to start saving. With some focused effort and a few adjustments to your retirement plans, you may even be able to save enough to fund a happy and fulfilling retirement. Read More 

Contemplating Retirement During The Next Few Years? Should You Purchase A Variable Annuity?

11 March 2016
 Categories: , Blog

If you're beginning to draw nearer your planned retirement age -- or if you're concerned about your ability to keep earning your present income and are eyeing paths to an early retirement -- you may be investigating your various savings options. With a volatile stock market and fluctuating commodity prices, along with seemingly constant increases in the cost of health insurance, finding an investment vehicle that will preserve your retirement income while providing returns that outpace inflation can seem tricky. Read More 

3 Options For Your 401K Plan At Your Old Job

11 March 2016
 Categories: , Blog

Did you recently switch jobs? Did you still have a 401k balance at your former employer? If so, you're not alone. Many workers have 401k plans at several different employers because they either forget to move them or they're not sure what to do with them. The good news is that you have options available. If you have a 401k plan at a former employer, you may have several options to choose from. Read More