Author: Angela Robinson

Questions

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don’t have to be reactive. You can begin by asking these 10 questions:…
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September 1, 2020 0
Tax Proposals

Candidate Tax Policy Proposals

Against the backdrop of the economic turmoil created by the COVID-19 pandemic and the enactment of Republican-only tax reform in 2017, tax policy will be a critical point of differentiation in the 2020 presidential race. Below is a summary of the key tax law changes each candidate is suggesting.1 Item Present Law Biden Trump Business…
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August 24, 2020 0
Ranch Entities

Ranch Entities

We were recently interviewed for The Working Ranch Radio Show on SiriusXM. A listener asked a great question: What type of legal ownership should you have for your ranch and property? The short answer is “It depends…” The complete answer involves asking the “right” questions. And it starts with this one: What is important to…
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August 17, 2020 0
Family

Finding the Perfect Investment

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family. As a Life Planning firm, we…
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August 12, 2020 0
Slow

Downsizing for Retirement

A rancher and his wife were looking to sell the family ranch. It was time to get out of ranching and start enjoying life a little. They had plans to travel, follow good weather and spend time with the grandkids. They also had another idea—downsize their place to a thousand acres. After all, what would…
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July 29, 2020 0
Change

Nothing Changes if Nothing Changes

My dad is known for always asking “Could you, would you, when?” Could you make a change? Would you make the change? When will you do it? I think we have all wanted change in some area of life at some point. Maybe you want change now. Perhaps you are even praying for it. The…
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July 15, 2020 0
Nest

Making the Most of a Full Nest

During a recent coaching call, everyone was sharing the best things that have come from the significant changes COVID-19 has forced upon our lives. One gentleman shared that his three kids (all in their twenties) have moved back in with him and his wife. After enjoying an empty nest for the last three years, he…
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May 27, 2020 0
Future

COVID 19: The End of an Era

A dear friend of ours once said, “When chicken feathers are all you have, you have to turn it into chicken soup.” COVID-19 has left us with chicken feathers. For some, it might be the illness itself, the loss of a loved one, finances. For all of us though, there are many things we have…
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May 8, 2020 0
Market

Down is Good

“In some ways, predicting the economy is even more difficult than forecasting the weather, because the economy is not made up of molecules whose behavior is subject to the laws of physics, but rather of human beings who are themselves thinking about the future and whose behavior may be influenced by the forecasts that others…
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April 27, 2020 0
COVID

COVID 19: The Personal Finance Test of a Lifetime

Perhaps you will be able to weather through this pandemic financially, but chances are that someone close to you will not. Pass this along. It may just save someone’s financial future. Transunion is monitoring the financial impact on U.S. Consumers weekly. In their latest report using data from the week ending March 30th, 3 out…
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April 13, 2020 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.