Serving businesses and individuals in the Rogue Valley
Ashland CPA 541-482-3711
Step 3: Develop a Financial PlanWe all have a different vision for our golden years – and we are also on individual financial tracks to meet our financial goals for retirement. But if you’re not where you think you should...
Continue ReadingStep 2: Clarify GoalsYou’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties – that...
Continue ReadingStep 1: Develop a BudgetOnce you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living increases...
Continue ReadingThere are many steps to planning for retirement. Some are legal and financial, some are about communication, and some involve introspection – thinking about your life now and how you want to live the rest of it.By the time most...
Continue ReadingOne of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.”When you’re young, first starting out in life and career, the path to professional success and personal...
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