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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.
How Do Self-Employed Retirement Accounts Work?
Being self-employed can provide you the flexibility and freedom to do what you love, build your business the way you see fit and work as...
Donovan Carson
Mar 10, 20243 min read
![[Infographic] Planning for Retirement as a Small Business Owner](https://static.wixstatic.com/media/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png)
![[Infographic] Planning for Retirement as a Small Business Owner](https://static.wixstatic.com/media/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png/v1/fill/w_839,h_630,fp_0.50_0.50,q_95,enc_avif,quality_auto/329ea9_d663437d16fa4c1198065b74e663d567~mv2.png)
[Infographic] Planning for Retirement as a Small Business Owner
Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...
Donovan Carson
Mar 10, 20241 min read
Got Stock Options? A Guide to Understanding the Complexities of Equity Compensation
Equity compensation is an alternative compensation strategy designed to provide employees with investment opportunities through...
Donovan Carson
Mar 9, 20243 min read
High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks
You know preparing and saving early is key to reaching your retirement goals - but as someone who makes six figures or more, you may have...
Donovan Carson
Mar 8, 20244 min read
Your Company Offers a 401(k). Now What?
While retirement may seem lightyears away, any seasoned financial professional will tell you that planning for your golden years should...
Donovan Carson
Mar 8, 20245 min read
How to Plan for the 3 Stages of Retirement
One of the most common misconceptions about retirement is that “retirement is a single event.” Not many people understand that...
Donovan Carson
Mar 7, 20243 min read
4 Mistakes Millennials are Making with their Retirement Accounts
The word “Millennial” has been more descriptive of a culture rather than a well-defined group. The Pew Research Center has made a best...
Donovan Carson
Mar 7, 20243 min read
Finance Tips and Hidden Costs For Snowbirds
The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home or rent one...
Donovan C.
Mar 7, 20243 min read
Defined Benefit vs. Defined Contribution Retirement Plans: Pros & Cons
If you draw a public or private pension along with Social Security, you are the beneficiary of a defined benefit. On the other hand, if...
Donovan Carson
Mar 7, 20243 min read
6 Common Post-Retirement Mistakes
Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose...
Donovan Carson
Mar 7, 20243 min read
6 Common Pre-Retirement Mistakes that Cost Dearly
In the best of worlds, individuals start saving for retirement the first paycheck they receive. And while some of us might have been...
Donovan Carson
Mar 7, 20243 min read
Retirement Checklist: 6 Things To Do Before Claiming Social Security
So you're ready to take the big plunge into the golden years and retire. Congrats! This is a big step for the health and well-being of...
Donovan Carson
Mar 7, 20243 min read
How to Invest After You Retire
Whether you’ve been a savvy investor your whole career or decided now’s the time to buckle down on obtaining additional income, investing...
Donovan Carson
Mar 7, 20244 min read
Required Minimum Distribution (RMD) Rules: Key Things Every Retiree Should Know
Too much money may not necessarily be bad, but you must worry about required minimum distributions (RMDs). Here's what you need to know
Donovan Carson
Mar 7, 20243 min read
How to Simplify Your Finances for a Stress-Free Retirement
Simplify your retirement transition by consolidating accounts and going paperless. Streamline your finances for a stress-free retirement.
Donovan Carson
Mar 7, 20242 min read
Retirement Withdrawal Strategies: Systematic vs. Bucket vs. Guardrails
nsure a secure retirement with the right withdrawal strategy. Choose wisely for financial stability and peace of mind. Consult experts.
Donovan Carson
Mar 7, 20242 min read
Roth vs. Traditional IRA: Which is Better for Me?
Roth or Traditional IRA? Roth if future taxes > current, Traditional if opposite. Consider goals, tax situation. Consult expert advice. Plan
Donovan Carson
Mar 7, 20242 min read
Inheriting an IRA: Your Essential Guide to Maximizing Benefits
Inherit an IRA? Navigate wisely. Title correctly, calculate distributions, and have no tax implications. Seek expert advice.
Donovan Carson
Mar 7, 20242 min read
Maximizing Your Retirement: A Strategic Guide to Handling Your Old 401(k) When Changing Jobs
When transitioning between jobs, handling your 401(k) might not be the first thing on your mind. However, the way you manage it can...
Donovan Carson
Mar 7, 20242 min read
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