By Greg Hart, CFP® If you’ve ever played roulette, you likely bet on several numbers rather than pinning all your hopes on one and letting it ride. There’s nothing more daring than betting on a single number to win. If you’ve got a decent chunk of money on the table, why risk it? We’re all …
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Are You Ready for a New Year? 5 Financial Steps to Take Before You Say Hello to 2022
By Greg Hart, CFP® As we enter the final month of the year, in the midst of all the holiday hustle and bustle, the last thing you probably want to think about is taking care of your finances. But since finance-related resolutions consistently fall in the top five most popular New Year’s …
Do You Have Multiple Retirement Plans? How to Consolidate and Maximize Returns
By Greg Hart, CFP® How many retirement accounts do you have to your name? Three? Five? It’s not uncommon for people to have multiple accounts both from previous employers and plans you’ve set up for yourself. And even though you probably don’t give much thought to them, they could cause headaches …
The Business Owner Exit–Succession Process
By Greg Hart, CFP® If you’re a business owner, your job is more than just a career—it’s your life. The blood, sweat, and tears it takes to travel the road from that first spark of a creative idea to the managing of a full-fledged business is not for the faint of heart. And because starting and …
Could a Retirement Tax Advisor Enhance Your Retirement Dreams?
By Greg Hart, CFP® If you’ve ever worked with a financial advisor or CPA, then you probably know there are ways to minimize your overall tax burden—strategies like bunching, taking advantage of tax-deferred savings opportunities, and claiming tax credits you’re eligible for. But when you retire, …