by Mike Plumlee Financial Advisor | Dec 3, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee
Estate planning isn’t just for the wealthy, as many people assume. Failing to create a thorough plan can leave your assets’ care and the future of your loved ones at risk. This guide shows why it’s important to develop a plan and adjust it over the...
by Mike Plumlee Financial Advisor | Oct 6, 2020 | Blog, Finance, Financial Planning, James Michael Plumlee
Learning to invest can seem intimidating. But investing can be a key to moving from a paycheck-to-paycheck lifestyle to one of wealth. And the truth is, it doesn’t take a lot of money to get started when it comes to investing. Today, there are plenty of...
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...
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...
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...
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...
