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Mike Plumlee, Financial Planner’s┬áBlog

Maximizing Your Tax Return

Maximizing Your Tax Return

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 lower tax bill.

Boosting Your Retirement Savings

Boosting Your Retirement Savings

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 have no retirement funds set aside at all. Discover tips that can help you grow your retirement savings and prepare you for a hopefully calm, stress-free, and enjoyable end to your life.

How to Get Your Finances in Check in 2020

How to Get Your Finances in Check in 2020

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 set some concrete financial goals and begin working on strategies for your financial success.

How to Plan for Retirement Income

How to Plan for Retirement Income

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 to purchase a home, many folks discover that a divorce decimates income they’d counted on for their retirement years.

Contributing to Your 401k

Contributing to Your 401k

Company pensions are increasingly becoming scarce. Therefore, one of the vehicles that was available to the workers of previous decades are no longer accessible for most private sector workers. More and more companies are moving toward 401(k) plans as the primary retirement savings option for their workers.

What is a Contingent Beneficiary?

What is a Contingent Beneficiary?

When an individual authors a will or plans how their estate's final affairs are to be handled, many issues must be resolved. One such consideration that often arises is the designation of beneficiaries (persons who receive the decedent's assets). During the process of...

All About Umbrella Policies

All About Umbrella Policies

Everyone knows about homeowners and auto insurance. These are musts, and they protect policy-holders in the event of accidents and lawsuits. The trouble can arise in the event of a lawsuit. If someone is sued and the judgment ends up being more than the dollar value...