Year-End Tax Planning Event 2016

ST. CROIX INSIGHTS

 

Year-End Tax Planning Event 2016

BY BRETT ANDERSON/ST.CROIX ADVISORS, LLC

We’re holding a Year-End Tax Planning Event

Shaun Simma & Ben Flottemesch, CPAs from Simma, Flottemesch & Orenstein will be presenting on “Tax Planning After A Presidential Election”. Here are the details:

  • Where: Machine Shed, 8515 Hudson Blvd, N, Lake Elmo, MN 55042.
  • When: November 30
  • Time5:15 pm to 6:30 pm

To RSVP, please visit our Eventbrite Invite.

Visit our blog to stay connected.

Check out our discussion on IRAs here.

Also, sign up for our eNewsletter blog that includes timely financial matters, news, and planning strategies that you can implement today.

Ask yourself- can my portfolio support my lifestyle in my retirement? 

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Prince your Advisor’s Advice

ST. CROIX INSIGHTS

Prince your Advisor’s Advice

BY BRETT ANDERSON/ST.CROIX ADVISORS, LLC

That’s right. Prince their advice. It’s all over the news – how could Prince not have a Will? Why is everyone shocked that he didn’t have a Will? Do you really believe Prince’s advisors never discussed establishing an estate plan with him? I suspect he thought he’d live a long time. We could all use some Advisor’s Advice.

We all ignore advice. We’re all guilty of it. Including me. Do you follow your Financial Advisor’s recommendations and implement them right away? What about advice from your Estate Planning Attorney, Business Attorney, your Physician, or even your spouse? If you’re being honest, I suspect that at some point in your life, you didn’t follow some advice and it bit you in the rear.

Prince Will & Estate Planning

Prince Your Advisor’s Advice before it’s too late.

Yet, I bet we’ve also experienced the opposite of that. Your gut told you otherwise and you were glad you didn’t take that advice someone offered you.

“Sometimes we need an external shakeup or event for us to take those steps we’ve procrastinated on and maybe that is Prince’s final gift to us all.”

It’s funny – not in a “ha ha” way – but in a motivational way. I was talking with a client about an issue he hadn’t addressed for a handful of years and now, finally, his motivation was Prince.

Prince Your Advisor’s Advice before it’s too late.

Also, sign up for our eNewsletter blog that includes timely financial matters, news, and planning strategies that you can implement today.

Ask yourself- can my portfolio support my lifestyle in my retirement? 

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“The Number”

ST. CROIX INSIGHTS

 

“The Number”

BY BRETT ANDERSON/ST.CROIX ADVISORS, LLC

“THE NUMBER” What is it? What does it mean? Is it easy to find? Does it change?

Some call it their “walk away number” while others more boldly call it their “!@%& you number”.  Whatever you want to call it is up to you, but the concept stays the same.  How much do money do you need to live comfortably for the rest of your life (a.k.a. retirement) and how do you get there? 

 

Some people calculate their own “number.” Others seek advice from a professional to utilize every strategy to get there (which we strongly advise). However you do it, it involves time and effort on your part. If you’re married, you will also need your spouse’s participation. Your number will carry you and your spouse for the rest of your lives. When you find “the number,” everything else falls into place. Please note, as you work your way up to your retirement years, re-visiting “the number” is strongly advised. With so many variables and life-changing events, you might laugh at the number you thought was sufficient 10 years ago and raise eyebrows at the number you propose 20 years from now.

 

Your Tax Number

For a more in-depth look, pick up the book The Number- What Do You Need for the Rest of Your Life, and What Will it Cost by Lee Eisenberg. In this book, you’ll find a key of answers to all the questions you should be asking yourself and your spouse about the rest of your lives.

Also, sign up for our eNewsletter blog that includes timely financial matters, news, and planning strategies that you can implement today.

Ask yourself- can my portfolio support my lifestyle in my retirement? 

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