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Recent Articles from Wayne Farlow
It’s your inheritance
Recent studies have found that more than two-thirds of the baby boomer generation will receive inheritances from parents and/or other family members. While many of these inheritance gifts will be small, almost 54 percent will likely receive gifts of $100,000 or more. Often, the beneficiary has a d...
Maximize your college savings
There are two main financial planning goals that my clients most often want addressed. One is attaining an abundant retirement; the other is saving for college expenses. One method of […]
A guide to inherited IRAs
There are few areas of the tax code as confusing as inherited IRAs. Let’s examine your current tax deferred retirement accounts (IRA, SIMPLE IRA, SEP IRA, 401(k), 403 (b), etc) […]
A great alternative to early retirement
Many of my baby boomer clients are questioning their ability to retire before they reach their Full Retirement Age (FRA) for Social Security. When we do our annual retirement planning, […]
Seven simple tax-saving tips
I have never met anyone who wanted to pay more income taxes than they legitimately owe. The super-rich have accountants and lawyers scrutinizing every aspect of their income and expenses […]
The key to successful investing
A question that is commonly asked in times of market volatility is “Should I invest or keep my savings in safe Certificates of Deposit?” Even if the questioner is stuffing […]
Your children—or your retirement?
One of my greatest blessings was to be the father of two children. When we become parents, it is understood that we are taking on a large, new financial responsibility. […]
Take control of your financial future
The economy, government spending and debt, unemployment, housing foreclosures and our banking system all contribute to a fear of the financial future. These fears are all outside of our control. […]
New medical taxes are coming your way
In March 2010, the Patient Protection and Affordable Care Act (PPACA) was passed by Congress and signed by the President. This act includes several “features” that will raise the amount […]
Seven steps to a financial independence day
On July 4, 1776, our forefathers declared that we should be an independent nation. Today, many of us would like to declare our financial independence. As financial conditions continue to […]
Seven simple steps to prosperity
It appears that the economic news and the destructive political dialogue have gone from bad to worse. With summer upon us, perhaps it is time to take a deep breath […]
Should you DIY?
The April issue of Money magazine included an article addressing when it is appropriate to DIY (do it yourself) certain financial tasks. Two of the tasks included were “Managing a […]
