Future 1st Financial

01/30/2020

https://www.eventbrite.com/e/take-uncle-sams-hand-out-of-your-retirement-pocket-tickets-91807742429

My talk is for ANYONE who wants to define or refine their unique retirement strategy in a world that doesn't want you to retire.

01/30/2020

Please join and share with those you care about!

My talk is for ANYONE who wants to define or refine their unique retirement strategy in a world that doesn't want you to retire.

12/23/2019

12/19/2019

Friends and Colleagues,

I'm starting a "DID YOU KNOW?" series with thoughtful pieces of information about the 5 core financial planning topics - investing, retirement, taxation, insurance and estate planning! Here's the first!

DID YOU KNOW?? #1 - THE SECURE ACT

Did you know that Congress is set to pass the first piece of retirement legislation in over a decade? Yes, it's called the SECURE ACT and it will be effective January 1, 2020.

Several components of this Act will have a significant change on retirement, tax and estate planning; yet it has largely been flying "underneath the radar" for most financial advisors and planners.

Uncle Sam is increasing his share of our hard-earned money to shore up Social Security and other programs -- to keep the government running. So if you haven't heard about it yet, you should pay attention to this.

For example, a non-spousal beneficiary of your IRA or 401K will to have take distributions in ten annual installments. So they will be forced to pay taxes over less time and at higher tax rates. In summary, your children and grandchildren will not be able to "stretch" their inheritance over their lifetime and ultimately pay less taxes.

Check out this and other articles on "The Secure Act" by clicking below.

https://lnkd.in/eyadvms

If you have any questions how this might effect you and your family, just give me a call anytime.

Have a Fintastic Day!

Lynne

security
No alt text provided for this image

The Setting Every Community Up for Retirement Enhancement—better known as the Secure Act—is the first major piece of retirement legislation in a decade.

12/19/2019

Friend and Colleagues -

I'm starting a "DID YOU KNOW?" series with thoughtful pieces of information about the 5 core financial planning topics - investing, retirement, taxation, insurance and estate planning! Here's the first!

DID YOU KNOW?? #1 - THE SECURE ACT

Did you know that Congress is set to pass the first piece of retirement legislation in over a decade? Yes, it's called the SECURE ACT and it will be effective January 1, 2020.

Several components of this Act will have a significant change on retirement, tax and estate planning; yet it has largely been flying "underneath the radar" for most financial advisors and planners.

Uncle Sam is increasing his share of our hard-earned money to shore up Social Security and other programs -- to keep the government running. So if you haven't heard about it yet, you should pay attention to this.

For example, a non-spousal beneficiary of your IRA or 401K will to have take distributions in ten annual installments. So they will be forced to pay taxes over less time and at higher tax rates. In summary, your children and grandchildren will not be able to "stretch" their inheritance over their lifetime and ultimately pay less taxes.

Check out this and other articles on "The Secure Act" by clicking below.

https://lnkd.in/eyadvms

If you have any questions how this might effect you and your family, just give me a call anytime.

Have a Fintastic Day!

Lynne

security
No alt text provided for this image

The Setting Every Community Up for Retirement Enhancement—better known as the Secure Act—is the first major piece of retirement legislation in a decade.

12/03/2019

Take full advantage of the 2017 tax changes to possibly reduce your taxes.

10/14/2019

Do you want to control your financial future?
Contact me on website

Lynne Celia
https://www.future1stfinancial.com/

10/14/2019

It's Not Your Parents' Insurance

Like technology, insurance changes to adapt to the current market demands and changing lifestyles and social norms. Please join us for a very enlightening event. It will be time well spent.

Insurance changes and evolves just like technology. Come find out how it can benefit you and your family and future generations.

Insurance changes and evolves just like technology. Come find out how it can benefit you and your family and future generations.

10/14/2019

Only 28% of Americans are considered "financially healthy."
Center for Financial Services Innovation (CFSI)

Financial Health enables family stability, education, and upward mobility, not just for individuals today but across future generations. Many are dealing with an unhealthy amount of debt, irregular income, and sporadic savings habits.