Protect Yourself Against Identity Thieves

Having your information stolen could be costly.

Financial Planning BlogParkshore Wealth ManagementMarch 26, 2019

Should We Set Up a Trust for Our Son Who Has Special Needs?

Special needs does not mean only developmentally disabled. It could be a child who just does not do well with money or who spends every dollar that they get.

What Steps Should I Take to Ensure My Financial Well-Being After a Divorce?

Divorce happens. How do we deal with the financial well-being after a divorce? Really, the key is to re-examine everything.

VideoParkshore Wealth ManagementFebruary 28, 2019divorce

New Tax Rules and Charitable Contributions

What are the limits for donor-advised funds and private foundations?

The A, B, C, and D of Medicare

Breaking down the basics and what each part covers.

Financial Planning BlogParkshore Wealth ManagementFebruary 26, 2019medicare

What Is Asset Location, and Why Should I Use It?

One of the considerations in developing a good portfolio is asset location.

VideoParkshore Wealth ManagementFebruary 14, 2019Investments, Taxes

Traditional vs. Roth IRAs

Both traditional and Roth IRAs can play a part in retirement planning.

Financial Planning BlogParkshore Wealth ManagementJanuary 29, 2019Roth, roth ira

Section 199A Business Tax Deductions

A deduction intended for pass-through business owners.

Financial Planning BlogParkshore Wealth ManagementJanuary 29, 2019tax deductions

How Much Should I Save to Avoid Running Out of Money in Retirement?

This is a financial planning question. It is mathematical, and you can figure it out. It depends on what age you are.

VideoParkshore Wealth ManagementJanuary 24, 2019prepare for retirement, Retirement Planning

Should I Take a Lump Sum or Monthly Payout for My Pension?

The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.

VideoParkshore Wealth ManagementJanuary 10, 2019Pension, personal finance, retirement, Retirement Planning

Putting a Price Tag on Your Health

Being healthy not only makes you feel good, but may also help you financially.

Financial Planning BlogParkshore Wealth ManagementJanuary 3, 2019financial planning, Health

Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance.

Staying Out of Debt Once You Get Out of Debt

As you reduce liabilities, embrace behaviors that may improve your balance sheet.

Financial Planning BlogParkshore Wealth ManagementNovember 30, 2018Debt free, financial planning

How Does a Good Economy Affect My Investments When I Retire?

Having a good economy is great. It means that your investments are going up. It means you’re going to have more money to spend in retirement.

VideoParkshore Wealth ManagementNovember 21, 2018Bull Market, retirement, Retirement Planning

What Kind of Financial Professional Should I Work With?

When looking for the right professional to work with, there are a few considerations that are especially important.

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.

Tax Changes That May Be Overlooked

Some alterations to the Internal Revenue Code were less publicized than others.

How Can I Figure Out If I Am Financially Able to Retire Early?

One of the key points in considering retiring early would be taking a look at a good, holistic financial plan—looking at “What are my resources? What are my expenses going to be?”

What Financial Steps Should I Take in the Five Years Before Retirement?

The financial steps that you should take in the five years before retirement might include looking at your retirement savings and spending plan.

Debunking a Few Popular Retirement Myths

Time to dispel some common misconceptions.