Financial Planning

VIDEO: When is the Best Time to Retire?

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions | Coastal Financial Advisors

 

 

Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

Why Exit Planning is Good Business

 

We have all heard the adage that most businesses do not survive to the third and fourth generation.

 

If that is indeed the case, then what is your pharmacy’s ‘transition of care’ plan?

 

There Are Benefits to Estate Planning, No Matter Your Wealth

When you think about estate planning you probably think about legacy-style families like the Kennedy’s or people who are “wealthy”. However, each of us have an estate according to the Internal Revenue Service (IRS) and each state we live in. No matter your worth, we recommend having an estate strategy to align with your future wishes after you pass away.

Wise Money: Disciplined Action

Three months ago in my last letter I wrote about ‘anti-fragility’: that the downturn we experienced in the stock market at the end of 2018, while upsetting, was NOT the end of the world. It was an occasion to review our portfolio and get better.

 

Where are we now?

Medicare: Avoiding a High Premium

Most people who are eligible to receive Medicare benefits pay no premium for Medicare Part A. However, upon enrolling in Medicare, you will need to factor premium costs into your budget for benefits available under Parts B, C, D and Medigap, based on your needs and preferences.

Security Theater

Imagine a brainstorming session in Detroit going something like this:

Cars have gotten so expensive, why don’t we add an alarm to provide increased protection against theft?

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Financial planning and investment advisory services offered through Castlebar Asset Management, LLC a registered investment adviser. 

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