View from the Lake
Where Financial Planning meets the Real World
Top Mistakes People Make When Planning for Retirement
Imagine sky diving without a parachute, scuba diving without an oxygen tank, mountain climbing without rope. We can all agree it’s impossible and insane to achieve any of these pursuits without proper planning and equipment. The same is true of retirement planning; yet people continue to attempt to retire without a (proverbial) parachute, oxygen tank […] Read More
6 Ways for Successful Individuals to Save for Retirement
Saving money is always a good thing. It creates financial security and helps us achieve goals that are important to us. But saving money comes with challenges. Most of us save in a random way, without a specific purpose, without an understanding of exactly how much is needed to achieve our goals, or knowing where […] Read More
Retirement Planning for High Income Earners
Pre-Retirement You’ve worked hard your entire life, raised a family, saved diligently, and now retirement is a few years away. In the last 10 years, you’ve seen your assets grow significantly as the markets have rebounded and your savings rate has increased. So what can you do in the years preceding retirement to best prepare? […] Read More
The First Self-Made Woman Millionaire
Who Knew!?! Did you ever wonder who the first Self-Made Woman Millionaire was? Well, we did. Our research led us to Sarah Breedlove, aka Madam C.J. Walker. It is indeed amazing that she amassed one million dollars. But it is even more amazing that she was able to accomplish this given when she was born and her background. […] Read More
Equifax Cyberattack – Next Steps
Part Two – Next Steps for Your Protection! As a follow-up to our recent blog with immediate steps you should take after the Equifax data breach, we want to provide you with additional steps you can take in the care and keeping of your credit record. 1. Review your credit report on a regular […] Read More
Financial Issues Women Face (and their Solutions)
There are significant differences between men and women, especially—and unfortunately—when it comes to money. Many of these differences are not positive for women and require special care and attention to help close the financial gap that is a reality for virtually 50% of the population. Plain and simple: Women face a financial head-wind relative to […] Read More
Equifax Cyberattack – Taking Action
Equifax, one of the three credit reporting agencies, announced there was a data breach which exposed 143 million records including names, addresses, Social Security numbers, birth dates, credit card numbers, and driver’s license numbers. This is a large and significant data breach that deserves your attention. Initial steps each person should take now: Determine if […] Read More
Finding the Right Financial Planner – A Step by Step Guide
Perhaps you’ve worked occasionally with a financial advisor in the past, but for the most part you’ve been in charge of your managing your own finances. With the passage of time, your assets have increased while your time and interest level in managing your finances have gone down. Add in the growing complexity of the […] Read More
Selecting the Best Tax Preparer
Source: http://time.com/money/4193016/how-pick-tax-preparer/ Tax preparation is no easy job. The IRS finds that more than half of tax payers hire a professional to do this daunting tax every tax season. You shouldn’t select just anyone to do your taxes – think about it, you are providing this individual with some of your most personal information (income, social […] Read More
