Financial News & Views

250X250 SBT Brian Livesay San Diego

Brian Livesay the Retirement Guardian in San Diego | Alternative Minimum Tax Consequences

Brian Livesay the Retirement Guardian in San Diego says “Taxes require understanding of the tax code and planning to ensure the tax payer does not pay more than is required by law.” The Alternative Minimum Tax, which if the tax payer is subject to will change their tax planning since what is allowed as a. Continue reading…

Ryan-Lashlee

Ryan Lashlee San Diego Precious Metals Expert | Buying and Holding Silver as a Wealth-building Strategy

Ryan Lashlee San Diego Precious Metals Expert says “Accumulating wealth is an important concern for anyone responsible for his own support and existence as well as the support of another.” Whether one is employed at a conventional 9 to 5 job or earns income as a self-employed worker, attention must still be paid to the. Continue reading…

Irene West

Irene West San Diego Wealth Building Advocate | Why Buying Gold Now Is Not a Peak Purchase But Has Room for Profit

Irene West San Diego Wealth Building Advocate says “Gold has been fluttering around the $1,100 and $1,200 for a couple of years now without much movement.” It has repeatedly shown signs of weakening as an investment with notable dips in the last three years. For example, at the beginning of August gold’s spot price broke. Continue reading…

250X250 SBT Brian Livesay San Diego

Brian Livesay The San Diego Retirement Guardian | Year End Tax Planning

Brian Livesay The San Diego Retirement Guardian says “Knowing were the tax payer stands as the year comes to an end ensures the least amount of required taxes are paid by the tax payer. Yearend planning is essential. The tax code is complicated and advice should come from a qualified tax advisor.” Tax planning is. Continue reading…

250X250 SBT Brian Livesay San Diego

Brian Livesay San Diego Retirement Guardian |Tax Advantaged Health Savings Accounts

Brian Livesay San Diego Retirement Guardian says “Health Savings Accounts are a unique investment vehicle that if used correctly can add tax free funds to an individual’s finances.” A Health Savings Account or HSA is a tax advantaged medical savings account. To be eligible for an HSA an individual or family must be enrolled in. Continue reading…

250X250 SBT Brian Livesay San Diego

Brian Livesay San Diego Retirement Guardian | Actual vs. Average Returns Impact On Your Investments

Brian Livesay San Diego Retirement Guardian said “An investor should monitor investments periodically to see what their actual returns are vs. the average return the investment products prospectus had illustrated.” Actual returns are the real returns an investor receives from an investment. The investor’s account value actually increases or decreases by an amount giving the. Continue reading…

250X250 SBT Brian Livesay San Diego

Brian Livesay The San Diego Retirement Guardian | The Retirement Mind Set

Brian Livesay The San Diego Retirement Guardian says “A few years before retirement there should be a shift in the future retirees’ mindset.” Accumulation and looking for high rates of return should no longer be the focus, preservation of account balances and returns that outpace inflation become the priority. During the accumulation phase constant contributions. Continue reading…

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Brian Davis San Diego Self-Directed 401 (K) Specialist | Advantages of Self Directed 401(K) Over Other Forms of Retirement Plans

Brian Davis San Diego Self-Directed 401 (k) Specialist says “The one-participant 401 (k) plan or Solo 401 (k) plan as it’s often called, is overlooked by so many self-employed individuals, and has so many benefits that I hope more and more people take the time to learn about it” The self directed 401(k) plan (also referred to as. Continue reading…

Reuven Rubinson

Reuven I Rubinson San Diego CFO-CPA Financial Advisor | Taxation and Accounting Controversies Effect Business of All Sizes

Reuven I Rubinson San Diego CFO-CPA Financial Advisor says “In taxation, the ongoing debate is over what items should have favorable treatment and whether or not we should go to a flat tax. In accounting, the ongoing debate is over whether we should have one set of rules for all companies or whether small businesses. Continue reading…

Scott Steger

Scott Steger San Diego Financial Representative On How To Find The Right Financial Representative

Scott Steger San Diego Financial Representative says “A financial professional is someone who can help you achieve your financial goals. Whether you want to save for retirement, buy your dream house or establish a sustainable business, this individual can create an attainable financial plan tailor made for your goals and economic status.” Finding the best. Continue reading…

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