by Joe Clark | Feb 7, 2020 | Blog
A recent surge in temperatures had motorcycles heading to the streets. Long time readers may remember I logged more than 30,000 miles on the back of two Harley Davidson’s in my 30’s. Alas, those days have passed. A question was asked on my radio program about how to...
by Joe Clark | Jan 30, 2020 | Blog
There aren’t many actions taken in 2020 that will impact your 2019 tax returns. IRA contributions are an exception to that rule. There are three reasons to consider making that contribution now for 2019, and the third reason may surprise you. IRA contributions require...
by Joe Clark | Jan 22, 2020 | Blog
We all know someone with a natural gift for repairing what’s broken. Those of us not blessed with this handy talent usually turn to the Internet to get help with repairs. Do it Yourself (DIY) videos make challenging projects look so easy. After watching a few online...
by Joe Clark | Dec 19, 2019 | Tax Planning, Your Life After Work
Taxation is as much a part of retirement as it was during your working years. The basics remain consistent but how your money is taxed annually changes dramatically. We have devoted the last seven weeks and the next three weeks to walk you through how to retire on...
by Joe Clark | Dec 12, 2019 | Investments, Your Life After Work
At the Financial Enhancement Group, The Fiduciary Focus is our proprietary method for evaluating how a portfolio is doing at any given time. A fiduciary, by legal standard, has to treat your money as if it were their own and if they were in your situation. Many...
by Joe Clark | Dec 3, 2019 | Blog, Your Life After Work
Your life after work begins with maintaining your standard of living. Fulfillment and financial happiness are not about the replacement of income but rather matching the standard of living you were accustomed to having before leaving the workforce. Standard of living...
by Joe Clark | Nov 26, 2019 | Investments, Your Life After Work
How Risk and Diversification Effect RetirementPlanning for retirement requires preparing for the unexpected. Creating sound contingencies is important, but even more, is addressing the likeliness of that event to occur. The term “risk” or “risky” is used by many...
by Joe Clark | Nov 19, 2019 | Investments, Your Life After Work
Inflation lives a tormented existence. We want our homes to appreciate, but yet we want our food cheaper and cable TV for less. Both changes in the price stem from inflation. One side loved, and the other deplored. Inflation is a necessary part of a growing economy....
by Joe Clark | Nov 1, 2019 | Investments, Tax Planning, Your Life After Work
That may sound like a small fortune or an amount you have already surpassed. Regardless, a sound retirement is the combined management of your budget, tax bracket, volatility of your investment account, Social Security timing, inflation, changing needs and life...
by Joe Clark | Oct 24, 2019 | Blog, Investments
One of many benefits of being a speaker, radio host and columnist is access to great and unique thinkers. The 31 years in the financial planning profession has allowed me to discuss many concepts regarding your finances that I have agreed with, implemented and others...
