by Suzi Wilson | Jun 22, 2021 | Tips
Do you start your day early? Many well-known people like the CEO of Apple and Starbucks, get up at 4 am. Every one of these folks chooses different activities. Some work out, catch up on email, or meditate. But, they are all trying to escape interruptions.
by Suzi Wilson | Jun 10, 2021 | Tips
I often find the misconception among unmarried people and those without children that they do not need life insurance. That could not be further from the truth. With the policies available these days, life insurance is about much more than simply providing a death benefit for those you leave behind. Here are some of the reasons why I believe everyone, young or old, married or single, should have life insurance.
by Suzi Wilson | May 24, 2021 | Tips
Imagine you’re trying to choose a company you can trust to provide a service in your home. You do a web search and check a few sites, but the information each business provides is no different than any other: It’s generic and bland. You struggle to choose. If one stood out with personality, detail, emotion, and usefulness, wouldn’t you be eager to call?
by Suzi Wilson | May 3, 2021 | Tips
A TFRA is a retirement savings plan that works similarly to a Roth IRA. You pay taxes on the money going into the plan, and the growth on your money is not taxed. However, unlike a Roth, a TFRA does not have Internal Revenue Service-regulated restriction on how or when you take money from your account.
by Suzi Wilson | Apr 18, 2021 | Tips
If you’re having trouble getting your local business’ website to show up in the Google local 3-pack or local search results in general, you’re not alone.
by Suzi Wilson | Apr 6, 2021 | Tips
When discussing retirement plans with my clients, I always discuss taxes. Taxes can make a huge difference in your income during your retirement years. I believe my clients need to develop retirement strategies that address taxation while providing sources of supplemental retirement income. Here are some of the specific topics I discuss with my clients.