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Making Your Tax Bracket Work for You
http://www.carltonfsi.com/resource-center/tax/making-your-tax-bracket-work-for-you
Its All About You. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Learn more about taxes, tax-favored investing, and tax strategies.
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Retirement | Richard L Carlton
http://www.carltonfsi.com/resource-center/retirement
Its All About You. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? Investment Strategies for Retirement. Should You Ever Retire? Social Security: The $64,000 Question. The uncer...
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Comprehensive Financial Solutions
http://www.carltonfsi.com/p/comprehensive-financial-solutions
Its All About You. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Securities America, Inc. And Advisory Services offered through Securities America Advisors, Inc., Richard L. Carlton, Representative. Carlton Financial Services, Inc., and Securities America are separate entities. Richard L. Carlton, Representative is licensed in OR,CA,WA,AZ,AK,CO,ID,NH.
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Lifestyle | Richard L Carlton
http://www.carltonfsi.com/resource-center/lifestyle
Its All About You. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest. Money Draining Food Myths.
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Money | Richard L Carlton
http://www.carltonfsi.com/resource-center/money
Its All About You. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Your Cash Flow Statement. The Cost of Procrastination.
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Resources | Richard L Carlton
http://www.carltonfsi.com/resource-center
Its All About You. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
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Video | Exit Stragegies of the Rich and Famous
http://www.carltonfsi.com/resource-center/estate/exit-strategies-of-the-rich-and-famous
Its All About You. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Choosing a Business Structure. Entrepreneurs all face the same question, Which business structure should I adopt? Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics.
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Estate | Richard L Carlton
http://www.carltonfsi.com/resource-center/estate
Its All About You. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. Principles of Preserving Wealth. Put It in a Letter. The care of special-needs ch...
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Investment | Richard L Carlton
http://www.carltonfsi.com/resource-center/investment
Its All About You. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, covering how bond laddering works. It's impo...
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Orchestrating Your Retirement Accounts | Richard L Carlton
http://www.carltonfsi.com/resource-center/retirement/orchestrating-your-retirement-accounts
Its All About You. Orchestrating Your Retirement Accounts. An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. Maximizing the effectiveness of your retirement strategy begins with understanding the hierarchy of savings. Another approach is to put the income-generating portion of the allocation, such as bonds, into tax-def...
