by Charles Bobo | Dec 7, 2023 | Retirement Planning
In 2023, Individual Retirement Accounts (IRAs) have shown mixed performance. While it’s important to note that the performance of IRAs can vary based on individual investment choices and market conditions, a general overview indicates both positive and negative...
by Charles Bobo | Aug 10, 2023 | Legacy Preparation, Retirement Planning
Annuities guarantee principal and offer upside market potential Annuities are a growing option for those seeking more guaranteed sources of income in retirement and for those seeking more security from volatile markets. Annuities can provide solutions for both, but...
by Charles Bobo | Jun 26, 2020 | Legacy Preparation, Retirement Planning
The CARES Act provides IRS relief to millions of Americans Congress jumped into action in March with the CARES Act to provide financial relief for Americans displaced by the nationwide COVID-19 shutdowns that lasted through April, and continue to linger today. A...
by Charles Bobo | Jun 18, 2020 | Legacy Preparation, Retirement Planning
We are living longer lives and how awesome that is. But it also poses challenges to retirement planning. According to Vanguard, if you are 65 today, then you have a 97% chance of either you or your spouse living to age 75, a 72% likelihood of living to 85, and 45%...
by Charles Bobo | May 30, 2020 | Business Succession
Tax Accountants Not Staffed for Extensive Auditing Most business owners have a good relationship with their tax accountant, and survey after survey shows that accountants are about the most trusted advisor of business owners. However, due to the complexity of tax...
