A common goal many of our clients have is travel. Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take their family on a big trip to continue fostering relationships. Whatever you dream of, it has been documented how rewarding experiences can be. You can tell how our clients love to travel by the map of accomplished travel
Author- Marshall Rathmell
2018 was the fourth year of our blog and what a year it was. The number of readers has grown, and we have continued to get positive feedback on the funny pictures and valuable content. We’ve had more topics to cover based on tax law changes and the concerns of our clients. If you missed any of the posts below or need a refresher on the topic, these are THE BEST OF 2018!
Investing in a tax-deferred retirement account is a great way to save for retirement because deferring taxes can provide a big boost to the amount you’re able to save during your working years. Many people save significantly more than they could otherwise by using these accounts, but they don’t come without “strings” forever. Just in case you aren’t fam
Most experts suggest carrying enough disability insurance to replace 60-65% of your gross earnings with non-taxable benefits. The reasoning behind this suggestion is that the other 35% of income you're not replacing equals the estimated amount of taxes that are withdrawn from your paycheck, savings you needed to do while working and other expenses that would go away if you weren&rsquo
It’s not uncommon for people to comment on my success and ask me to share some of the keys that have helped me achieve what I have accomplished. This is always an incredibly hard question to answer because I know that part of what people are looking for are things they can do themselves. I could give a myriad of answers about education, the family values that were instilled in