Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
CPCHARLESTON.COM
Planning Your Legacy
Please Excuse My Dear Aunt Sally.
You likely learned this mnemonic in your grade school math class to help you remember the order of operations: Parenthesis, Exponents, Multiplication, Division, Addition, Subtraction. Even the most complex equation could be correctly solved if you followed the proper order of doing things. If you attempted to do things out of order, you weren't likely to get the correct answer.
When it comes to your finances, there is also a correct order of operations (and it has nothing to do with Aunt Sally).
The first step is to protect what you have today. Next, we'll help you become a world class saver by saving 20% of your income. After you have become a great saver, it's time to build liquidity. With these other steps completed, it's you can start to pay down your debt with confidence.
Consolidated Planning, Inc. updated their address.
Fact or fiction? The earth is flat. Sometimes facts change over time…are you ready for new thinking?
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Uncommon Knowledge for Your Life
Can money buy happiness? Yes – if you spend it the right way. Discover spending habits that can increase your satisfaction today and throughout your retirement years.
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6 Tips on Ways to Spend Your Money for Happiness
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
CPCHARLESTON.COM
Errors and Omissions Insurance
If you thought that payouts from life insurance are tax-free in all cases, think again.
CPCHARLESTON.COM
When Life Insurance Becomes Taxable
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
CPCHARLESTON.COM
Disability and Your Finances
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
CPCHARLESTON.COM
Keeping Your Business Strong
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
CPCHARLESTON.COM
Where Is the Market Headed?
Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
CPCHARLESTON.COM
Driving Interest on Interest with the Next Generation
Here are a few key factors to consider when naming an executor for your estate.
CPCHARLESTON.COM
And the Executor Is
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
How to overcome money fears with a financial professional.
CPCHARLESTON.COM
Is Your Financial House Haunted?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Thistle ‘n Thorn Floral
Yesterday at 11:17 AM ·
Taking orders for wreaths! Come visit and check out all of the unique gifts and holiday decor 🖤
385 Pittsfield Road, Lenox!
When the rules of the game change, tactics should follow in response to the new landscape.
CPCHARLESTON.COM
Revising Estate Strategy Assumptions
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
CPCHARLESTON.COM
Infographic: Whole Life Insurance Can Be an Essential Piece
Approximately 20% of U.S. adults have a disability, according to the CDC.
CPCHARLESTON.COM
Aware of Employment Rights for Workers with Disabilities?
Thoughtful estate planning will help ensure your loved ones are resilient when you’re gone.
CPCHARLESTON.COM
How Will You Be Remembered?
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths that you’ll want to ignore.
CPCHARLESTON.COM
Don’t Get Trapped by These Retirement Myths
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
CPCHARLESTON.COM
6 Strategies to Help You Prepare for Living on Retirement
In 1969, a group of black students and professors at Kent State University proposed the idea of Black History Month. A year later, Kent State celebrated the first Black History Month in February of 1970. Over the next 6 years, the celebration of Black History Month spread across the country. In 1976, President Ford recognized the celebration and urged Americans to “seize the opportunity to honor the too often neglected accomplishments of Black Americans in every area of endeavor throughout our history.”
At CP, we celebrate the contributions of Black Americans to our country today and every day. Throughout the month, we will share stories of black history and the stories of black history in the making. #blackhistorymonth
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
CPCHARLESTON.COM
Navigating the Ups and Downs of Business Cash Flow
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
CPCHARLESTON.COM
The 12 Steps to Living Confidently: The Small Business Dream
