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...
by Mike Plumlee Financial Advisor | Dec 5, 2019 | Blog, Finance, Financial Planning, James Michael Plumlee, Mike Plumlee
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...
by Mike Plumlee Financial Advisor | Oct 10, 2019 | Blog, Finance, Financial Planning, Mike Plumlee
Everyone who has a financial adviser should be asking them some questions. It is important for the client to think about their investment portfolio and plans every year. Fees The first thing to do is to ask the financial adviser how much fees they are charging. People...
