Mike Plumlee Financial Advisor | Financial Planning
  • About
  • Blog
  • Contact
  • Multimedia
Select Page
A Beginners Guide to Estate Planning

A Beginners Guide to Estate Planning

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...
An Introduction to Investing Your Money

An Introduction to Investing Your Money

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...
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...
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...
« Older Entries

Recent Posts

  • A Beginners Guide to Estate Planning
  • Partnering With a Financial Advisor for College Savings
  • An Introduction to Investing Your Money
  • 5 Must-Read Finance Books
  • Investing in IPOs

Categories

  • Blog
  • Finance
  • Financial Planning
  • James Michael Plumlee
  • Mike Plumlee

Links

  • Business
  • Golf
  • LinkedIn
  • Pinterest
  • Tumblr
  • Vimeo

Mike Plumlee, Financial Advisor © 2021