I Need Money!

“I need money!”  Well, not me specifically… I’m talking about when my clients call me and let me know that they would like to withdraw some of their funds.  You didn’t work all those years and diligently put money away to die rich, did you?  You did it so that you can live comfortably and have money there when you need it.  Right?

Well, this is one area that might seem simple, but I’ve actually seen lots of mistakes.  How you take your money out can have a big affect on your finances.  There is actually an intelligent order in which you should tap into your accounts.  If you do it right, you can both extend how long your money lasts and increase the amount you can pull out safely.  All without changing your investments at all.

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Hold Your Horses!  Let’s Think About This

Well, we made it through another tax season, didn’t we?  But if you’re smart… you aren’t through with your taxes yet!  You should be looking at two things before you completely forget about the pain and suffering of getting your taxes done. 
2 Important Things to Check 
  1. If you feel like you paid too much in taxes for 2009… call my office to make an appointment.  We should go through your tax return and look for ways to reduce your tax bill for this year.  This is really an important thing to do because any money we find is “found” money and you can spend it, or invest it on anything you like!
  2. In 2009, the average tax refund was $2,683 according to the IRS.  If you were one of the lucky ones to get a refund… don’t spend it just yet.  At least take a look at the 7 ways that may make your refund keep paying you for years to come!  Below you will find the 7 things I think you should look at for your tax refund.
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