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How to Get the Most From Your Bank Money

Savings / tidbitsandcommonsense

Everyone should have an amount of money set aside for that rainy day. It’s important to have money in the bank for emergencies. From my experience it seems when you open that rainy day fund, there is no thought to the rate of return. If you use CD’s, ladder them to get an overall greater […]

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What Tax Planning Should You Do?

Tax Planning / tidbitsandcommonsense

It’s that time again.  The tax man cometh. Tax time is getting here fast.  What planning have you done? I don’t mean gathering your receipts and putting them in order. What have you done to reduce your taxes? I’m telling clients, they should be doing their 2020 tax planning now. Will you be buying or

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What One Thing Can Ruin Your Investments?

Invest / tidbitsandcommonsense

What can be more harmful to your retirement than the stock market??? EMOTION. EMOTION can ruin your retirement account quicker than the stock market. Counseling the new investor, the first rule, get your emotions in check. Do the research and set emotions aside. Many people make their investment decisions not by common sense, logic or

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Disclosure

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Clifford R. Cashman, Representative. The Cashman Financial Group Inc., Coach4Retirees, Inc. and Osaic Wealth, Inc. companies are independent entities and are not affiliated. Coach4Retirees, Inc. is a division of The Cashman Financial Group, Inc. 04/25

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