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Category Archives: Retirement
Maximize Your Retirement Assets
Madonna rocked at the Superbowl halftime. And she’s 53! She doesn’t look it but retirement is just around the corner for her. So it got me to thinking, how are you set for retirement? Check out my video for ways … Continue reading
Invest in Your Business or Retirement?
Whether To Invest in Your Business or Retirement. It’s Not an Either-Or. I get this question all the time from business owners about where to invest. Should you invest in your business or should you invest in an IRA for … Continue reading
Posted in Entrepreneurs, Investing, Retirement
Tagged invest in your business, roth, Roth IRA
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Selling Your Business for Retirement Funding
Not Selling Your Business? You Are Leaving Money on the Table Many of you business owners don’t realize that your business can be a great source for adding money to your retirement nest egg. Because of that, you don’t take … Continue reading
Posted in Entrepreneurs, Retirement
Tagged retirement, retirement funds, selling your business
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Crucial Ingredients for Retirement Planning
Baking Your Very Own Retirement Planning Cake In the Olympics, you may have had a chance to watch a track and field superstar win a gold medal. Once they cross the finish line, their sheer excitement, happiness, and pride for … Continue reading
The Perks of a Roth IRA
When I ask clients about a Roth IRA and how they would feel if they didn’t have to pay taxes on distributions from their IRAs, their eyes light up. It makes them think that they can have a nicer lifestyle … Continue reading
Mistakes Entrepreneurs Make With Retirement Planning
Here are four common mistakes entrepreneurs make when it comes to retirement planning. Start now and you can avoid and/or correct these pitfalls. Mistake #1: You plan on selling your business in the year you want to retire. Then you … Continue reading
Posted in Entrepreneurs, Retirement
Tagged planning for retirement, retirement planning
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Retirement Planning – Expand Your Horizons
Go for the Gold with Retirement Planning Every now and then, I ask my 8 year old son what he wants to be when he grows up. After he switched his answer from a fireman, to a policeman, and now … Continue reading
Posted in Goal Based Financial Planning, Retirement
Tagged financial planning, retirement planning
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Brett Favre and Looking Retirement in the Eyes
Brett Favre’s Love of the Game It must be extremely hard for accomplished, successful athletes to face retirement. They live for competition, the challenge of putting together a winning season, and carrying themselves or their teams to the Super Bowl, … Continue reading




