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Maximizing Your Tax Return

Maximizing Your Tax Return

by Mike Plumlee Financial Advisor | Mar 30, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee

Millions of Americans receive a tax refund each year. For some, this is inevitable because of their income levels. For others, it’s due to their withholding. There are ways to maximize a tax return. Some will lead to higher refunds, while others will lead to a...
The Top 3 Finance Podcasts for Investors

The Top 3 Finance Podcasts for Investors

by Mike Plumlee Financial Advisor | Mar 3, 2020 | Blog, Finance, James Michael Plumlee, Mike Plumlee

As the podcast revolution takes the world by storm, millions of listeners are flocking to personal finance and investment channels to learn valuable lessons on money management and wealth accumulation. Here are the top 3 podcasts available on the internet to begin...
Boosting Your Retirement Savings

Boosting Your Retirement Savings

by Mike Plumlee Financial Advisor | Feb 11, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee

Retirement seems like a long time away. In fact, when we are young, retirement may feel like something in the far distant future rather than the inevitable fact of life that it really is. Many people do not have adequate retirement money set aside. Some people even...
How to Get Your Finances in Check in 2020

How to Get Your Finances in Check in 2020

by Mike Plumlee Financial Advisor | Jan 6, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee

The end of the year is the best time to take a look at your finances and begin to regain control. With retailers keen on moving merchandise through the holiday season, the beginning of tax season, and the motivation that accompanies a new year, now is the best time to...
How to Plan for Retirement Income

How to Plan for Retirement Income

by Mike Plumlee Financial Advisor | Dec 10, 2019 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee

Like all things, having a great life during your retirement years starts with a good plan. While many folks start planning for retirement early, many things happen along the way to derail their original plans. Hardships happen in life, you may borrow against your 401K...
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