My Remote Advisor

05/11/2023

Retirement used to conjure up images of lazy days spent in a rocking chair. Today's retirement is different. You might plan to open a business of your own. Or perhaps return to school, or get that blackbelt you've never had the chance to complete. So what does redefined retirement mean to you?

05/05/2023

With our Financial Planning Software, we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always only about the return. We know clients have different goals. Our What-If Scenarios can focus on early retirement and spending more time with family.

05/03/2023

Do you have Financial Planning questions, but haven't found an advisor you trust?

Give us a try and click the link below to self-schedule a free consultation with us.
https://www.myremoteadvisor.com/get-started-1

04/14/2023

04/13/2023

Set up your plan, review it annually and...

04/13/2023

What does financial freedom mean to you?

04/11/2023

Are you looking for custom Financial Planning based on your needs?

03/29/2017

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential's "Financial Experience & Behaviors Among Women 2014-2015" -- which surveyed more than 1,400 women aged 25 to 68 across all income levels and key ethnic groups -- found that currently 27% of married women are in charge of household financial planning -- up from 14% in 2006. [ 535 more words ]

http://sweetenwmblog.com/2017/03/29/more-women-drive-financial-decision-making-but-fewer-seek-professional-advice

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topic…

03/01/2017

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing assets to their families are caused by "one-size-fits-all" planning strategies or well-intended advice from family or friends. Following are some common and potentially costly mistakes along with suggestions for avoiding them. [ 795 more words ]

http://sweetenwmblog.com/2017/03/01/common-estate-planning-mistakes-and-how-to-avoid-them

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing…

02/08/2017

Building Wealth If both you and your spouse are employed, two salaries can be a considerable benefit in building long-term wealth. For example, if both of you have access to employer-sponsored retirement plans and each contributes $18,000 a year, as a couple you are contributing $36,000, far in excess of the maximum annual contribution for an individual ($18,000 for 2016). Similarly, a working couple may be able to pay a mortgage more easily than a single person can, which may make it possible for a couple to apply a portion of their combined paychecks for family savings or investments. [ 432 more words ]

http://sweetenwmblog.com/2017/02/08/marriage-affects-your-ability-to-build-wealth-plan-for-retirement-plan-your-estate-and-capitalize-on-tax-and-insurance-related-benefits

Building Wealth If both you and your spouse are employed, two salaries can be a considerable benefit in building long-term wealth. For example, if both of you have access to employer-sponsored reti…

01/04/2017

A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is roughly 81 years, compared with 76 years for a male.1 Although five years may not appear significant, many people in this age group incur expenses for health care and other items while living off of Social Security and personal assets. [ 457 more words ]

http://sweetenwmblog.com/2017/01/04/proper-financial-planning-critical-for-women-3

A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expecta…