About kirby

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So far kirby has created 8 blog entries.

What Volatility Truly Means

Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a [...]

By |2022-09-20T15:08:54+00:00September 19th, 2022|Investing, Stock Market|0 Comments

You’re Ready to Retire – But Are Your Finances?

Many people feel ready to retire, but fewer are financially ready to do so. It’s one thing to feel you’ve accomplished enough in your career or even that you’ve saved enough, but it’s another to have a plan in place that covers everything important. If you’re ready to retire, consider your finances. Have a Plan, [...]

By |2022-07-11T22:28:33+00:00July 11th, 2022|Uncategorized|0 Comments

Inflation Presents Unique Risks – Know How You’ll Respond

If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs, and a recent poll found that 52% of Americans said the most important issue facing the country is inflation. It’s significant that so many Americans recognized inflation as a major threat [...]

By |2022-07-11T22:28:56+00:00June 29th, 2022|Financial Planning, Retirement Income, Retirement Planning|Comments Off on Inflation Presents Unique Risks – Know How You’ll Respond

Where Will Your Retirement Income Come From?

Once you’ve sold your business, you’ll need to make a lump sum of savings last for the rest of your life. This can be difficult, even for those who already have a substantial amount saved. Retirement can last for decades, and the risk of running out of money is very real, especially if we see high inflation and [...]

By |2022-07-11T22:29:04+00:00June 22nd, 2022|Business Owners, Investing, Retirement Income, Social Security|Comments Off on Where Will Your Retirement Income Come From?

Succession Planning for Business Owners

For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy and success was never guaranteed. Retirement planning is the next uncharted water for you, and there’s no one-size-fits-all map. Ultimately, when you own your own business, you must create your unique retirement strategy. This means setting up a succession plan [...]

By |2022-07-11T22:29:12+00:00June 15th, 2022|Business Owners, Estate Planning, Financial Planning|Comments Off on Succession Planning for Business Owners

Taxes and Estate Planning

If you’re a business owner and know you eventually want to retire, make sure you understand how passing down or selling your business works. Business sales are increasing as more Baby Boomers retire and the potential for changes to the tax code may be partially driving the trend. As a business owner, it’s important to [...]

By |2022-07-11T22:29:21+00:00March 8th, 2022|Business Owners, Estate Planning, Tax Strategies|Comments Off on Taxes and Estate Planning