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Category: Boomer

Boomer

09Oct

RMD’s

Posted by Gregory D. Gardner, CFPon October 9, 2019October 15, 2019in Boomer, Financial Planning, RMD's, Tax Planning

Do you have an IRA account? It's important to be sure that your clients have all of the essential information regarding RMDs to ensure that they don't make expensive mistakes.   Does your client have an IRA account? Is your…

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08Oct

More On DAFs

Posted by Gregory D. Gardner, CFPon October 8, 2019October 18, 2019in Boomer, Donor-Advised Fund, Financial Planning, GenX, Tax Planning

The fastest-growing tool in the philanthropic arena is the donor-advised fund (DAFs). DAFs are the Internal Revenue Code Section 501(c)(3) philanthropic accounts established at a public charity.   They allow donations of cash, property, appreciated assets and more—and donors receive…

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04Oct

Yield Curve Inversions Explained

Posted by Gregory D. Gardner, CFPon October 4, 2019October 18, 2019in Boomer, Financial Planning, GenX, GenY

“Yield curve inversion” has been in the news lately. You may be wondering exactly what this is, what it portends, and why it’s getting so much press. What is a yield curve inversion? If someone borrows money from you, the…

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04Oct

Are We Ready For The Baby Boom Retirement?

Posted by Gregory D. Gardner, CFPon October 4, 2019October 10, 2019in Boomer, Financial Planning, Retirement

Have these challenges been met? Let’s take a look at each issue.

03Oct

Trusts

Posted by Gregory D. Gardner, CFPon October 3, 2019October 4, 2019in Boomer, Estate Planning, Financial Planning, GenX, Wills & Trusts

A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass…

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02Oct

9 Facts About Retirement

Posted by Gregory D. Gardner, CFPon October 2, 2019October 10, 2019in Boomer, Financial Planning, GenX

Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so.

25Sep

Your’re A Fool For Pre-Paying!!!

Posted by Gregory D. Gardner, CFPon September 25, 2019October 4, 2019in Boomer, Cash Management, Financial Planning, GenX

You'e A Fool To PrePay Your Mortgage was recently updated by author, Larry Ludwig, and appeared in the  September 3, 2018 issue of investorjunkie.com

06Sep

Thanks Coach

Posted by Gregory D. Gardner, CFPon September 6, 2019September 9, 2019in Boomer, GenX, GenY, Lifestyle

With another football season kicking off, the usual excitement for your favorite team, Friday Night Lights, and tailgating is spreading with each victory. As I am always this time of year, I am reminded of how fortunate I was to…

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30Aug

Labor Day Is An Important Day

Posted by Gregory D. Gardner, CFPon August 30, 2019August 30, 2019in Boomer, GenX, GenY, Lifestyle

Just over 100 years ago, Americans typically worked physically demanding jobs. Adults toiled 12 hours a day, seven days a week for low wages. Americans did not take lunch breaks. They did not get sick days or vacations. They were…

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29Aug

Unused Vacation Days Can Be Costly

Posted by Gregory D. Gardner, CFPon August 29, 2019August 29, 2019in Boomer, GenX, GenY, Lifestyle

As the summer of 2019 is wrapping up, The Gardner Group wants you to start working on 2020's vacations! Here are some Do's and Don'ts when it comes to finding ways to get away.......especially from the office! Would you give…

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