Tag: Les Merritt CPA-CFP

THREE PATHS TO PLAN FOR YOUR FINANCIAL FUTURE

To plan for your financial future can be challenging and overwhelming. In the midst of our busy schedules, we often focus on what we need to do right now. However, planning ahead can provide bountiful benefits. You can devise a complete financial plan with the help of a professional, but you can start on your […]

TIPS FOR SUMMER SAVINGS

As we enter August, there is still time for summer savings. Use a few planning tips to help you save during the late summer and on into the fall. Think about acting now to put away a little more for expenses later this year and for taxes next year. Here’s a short list of things […]

YOUR RMD AND SMOOTH SAILING

When you reach retirement age how do you accomplish smooth sailing with your retirement accounts and Required Minimum Distributions (RMDs)? RMDs are minimum amounts that you must withdraw from your retirement accounts annually. These begin in the year that you reaches 70 ½ years of age or, if later, the year in which you retire. […]

DON’T GET BURNED

Be sure you don’t get burned during the peak of summer. You are smart. You slather on sunscreen lotion when you venture out in the July heat, and you know to stay hydrated. Since you understand the danger of cooking your skin until you look as red as a beet, you take precautions to protect […]

Designed & Hosted by RFTimberlake & Company - Web Services