FLA is pleased to announce Kim Nourie, CPA, CFP®, RICP® has joined the the team. Ms. Nourie has joined the firm as a Senior Wealth Manager with an extensive background in financial planning and wealth management services and adds to the breadth and depth of services offered at FLA. “We are delighted that Kim has joined Financial Life Advisors,”
A daughter cares for her ailing father, and gets advice on handling his finances. At first, Theresa Von Vreckin chalked up her father’s odd behavior to fatigue. Her dad, Theodore Fisher, had been the primary caregiver for her mother, Mary, who was ill for more than a decade. When Mary went to a nursing home, Fisher visited his wife every
What would you say if I told you that you can increase your long-term investment portfolio returns without increasing the risk or even changing which investments you use? You would probably call me crazy or a liar. The fact is, it is relatively easy to do. It has to do with being tax efficient and lowering the tax bill those
Life beyond paid work can be fulfilling, but getting there requires planning, self-control San Antonio is a popular choice for retirement because of its low cost of living, sunny weather, quality health care and urban amenities. But when planning for retirement, the first question you may need to ask yourself is: “Do you really want to retire?” Studies show that
If you’re trying to decide what kind of car to get next, you may be wondering: “should I buy or lease?” If you want to get a flashy new Corvette, or maybe just avoid used car dealerships, you may be thinking that leasing is the most attractive option. But what are the tradeoffs to buying vs. leasing your next car?
How to save when making required minimum distributions from retirement accounts. Here’s a unique tax-avoidance strategy: Marry a younger person. The IRS says that if your spouse is at least 10 years younger than you, you’re entitled to take smaller required minimum distributions (RMDs) in retirement. You’ll owe less in taxes on those reduced distributions. So you say that tactic