Posts in Financial Planning
The 2022 Midterm Election's Outcome & What it Means for Today's Savers & Retirees
Economy, Chris Abts, Financial Planning, Retirement, In the NewsChris AbtsA Better Way, Assets Under Management, Chris Abts, Accumulate Wealth, Assets, Asset Goals, Asset Management, Asset Comprehensive Management, Christopher Abts, Wealth Management, Wealth Management Goals, Cornerstone, Financial Goals, Financial Goal Planning, Financial Plan, Financial Planning, Fiduciary, Financial Advisors, Future Opportunities, Finance, Financial Security, Financial Freedom, Financial Life, Financial Life Goal Planning, Financial Success, Financial Professional, Financial Professionals, Financial Future, Financial Guidance, Redefining Retirement, Reno Finance, Tax Efficiency, Nevada Finance, 2018 Best of Reno Financial Advisor, Investment Advisory Firm, The Cornerstone Way, The SECURE Act, Investments, Investment, Invest Assets, Investment Plan, Interactive Investors, Interactive Investor, Independent, Investment Advisors, Lake Tahoe, Legacy Plan, Life Expectancy, Life, Money, Moderate Investor, Market, Market Update, Nevada Investors, Nevada Advisors, Goals, Portfolio, Proper Income Plan, Proper Income Planning, Portfolios, Retirees, Risk, Returns, Saving, Tax Plan, Tax Planning, Tax Optimization, Wealth, RMDs, The CARES Act, Coronavirus, Economy, security, Required Minimum Distributions, Retirement Plan, Retirement Income, Retirement Income Plan, Retirement, Retirement Goals, Congress, Spending BIll
Roth Conversions, It's Not Just About Taxes
Financial Planning, Retirement, InvestmentsJeff MartinA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Jeff Martin, Asset Allocation, Assets, Investing Assets, Asset Comprehensive Management, Diversify, Diversification, Sell Side Investing, Stock Market, Stocks, Buy Side Investing, Bond Market, Bonds, Portfolios, Portfolio Design
When is the best time to do Roth Conversions?
Financial Planning, Retirement, Taxes, Charity Events, Economy, Events, Investments, Legacy Planning, RMDCurtis SlothowerA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Optimization, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Curtis Slothower, Roth IRA, Tax Savings, Tax Planning, Tax Liability, Taxes, Tax Efficiency, Tax Rates, Tax Return, Tax Reduction, 401k
Death & Taxes
Financial Planning, Retirement, InvestmentsJeff MartinA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Jeff Martin, Asset Allocation, Assets, Investing Assets, Asset Comprehensive Management, Diversify, Diversification, Sell Side Investing, Stock Market, Stocks, Buy Side Investing, Bond Market, Bonds, Portfolios, Portfolio Design
The QCD: Another Way to Lessen Your Tax Burden
Financial Planning, Retirement, Taxes, Charity Events, Economy, Events, Investments, Legacy Planning, RMDCurtis SlothowerA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Optimization, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Curtis Slothower, Roth IRA, Tax Savings, Tax Planning, Tax Liability, Taxes, Tax Efficiency, Tax Rates, Tax Return, Tax Reduction, 401k
Your Income Plan: It may work, but is it optimized?
Financial Planning, Retirement, InvestmentsJeff MartinA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Jeff Martin, Asset Allocation, Assets, Investing Assets, Asset Comprehensive Management, Diversify, Diversification, Sell Side Investing, Stock Market, Stocks, Buy Side Investing, Bond Market, Bonds, Portfolios, Portfolio Design
The Three Buckets of Money in Retirement
Financial Planning, Retirement, Taxes, Charity Events, Economy, Events, Investments, Legacy Planning, RMDCurtis SlothowerA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Optimization, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Curtis Slothower, Roth IRA, Tax Savings, Tax Planning, Tax Liability, Taxes, Tax Efficiency, Tax Rates, Tax Return, Tax Reduction, 401k
Credit or Your Emergency Savings?
Financial Planning, Retirement, InvestmentsJeff MartinA Better Way, Asset Management, Asset Goals, Communication, Comprehensive Approach, Comprehensive Wealth Management, Cornerstone, Cornerstone Clients, Cornerstone Team, Cornerstone Comprehensive Wealth Management, Cornerstone Way, Estate, Estate Plan, Fiduciary, Finance, Financial Advisors, Financial Freedom, Financial Future, Financial Guidance, Financial Goals, Financial Life, Financial Goal Planning, Financial Plan, Financial Professionals, Financial Security, Financial Success, Future Opportunities, Income, Income Plan, Independent, Institutional Investment Solutions, Insurance, Interactive Investor, Investment, Investment Advisors, Investment Advisory Firm, Invest Assets, Investment Goals, Investment Management, Investment Plan, Investment Portfolios, Investment Strategy, Legacy, Legacy Plan, Nevada Advisors, Nevada Finance, Nevada Investors, Portfolio, Redefining Retirement, Registered Investment Advisors, Reno Advisors, Reno Finance, Reno Investors, Retirees, Retirement, Retirement Goals, Retirement Plan, Strategy, Tax, Tax Plan, Tax Reduction Strategies, The Cornerstone Team, The Cornerstone Way, Wealth Management, Wealth Management Goals, Jeff Martin, Asset Allocation, Assets, Investing Assets, Asset Comprehensive Management, Diversify, Diversification, Sell Side Investing, Stock Market, Stocks, Buy Side Investing, Bond Market, Bonds, Portfolios, Portfolio Design