by John Rothe, CMT | May 3, 2017 | Financial Planning
Even if you are not a business owner, cash management is an important part of the financial planning process. You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business...
by John Rothe, CMT | Apr 27, 2017 | Financial Planning, Retirement
Keep an eye on where it goes, as some destinations may be better than others. You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the...
by John Rothe, CMT | Mar 17, 2017 | Financial Planning
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific...
by John Rothe, CMT | Mar 17, 2017 | Financial Planning
How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways. The I.R.S. will never call you to demand immediate payment of income taxes. Anyone owing federal taxes first...
