How-To Articles

Tagged in Research

How To Actually Generate Customers On Professional Networks: Part 1

Asked by Julbert Abraham from AGM - LinkedIn Marketing & LinkedIn Training

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If you're wondering if you can get clients from a professional network such as LinkedIn or Alignable (or any... Read Full Answer

Data & Insights

Tagged in Sales & Promotions

10 Actually Actionable Benefits Of List Building

Asked by Juan Manuel Colome from Top Response Marketing

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What is List Building all about?

List building refers to a continuous process of adding new and updated subscribers to your list.... Read Full Answer

Local Business Stories

Tagged in Local

Celebrating Small And Locally-owned Businesses With Bill Brunelle of Independent We Stand

Asked by Alan Belniak from Alignable

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Today's special edition of the Local Business Stories by Alignable podcast highlights... Read Full Answer

How Much Do You Need to Retire?

By Ryan La Flamme · Posted on Wednesday, July 5, 2017 · Tagged in General Discussion

Genuinely curious about other's ideas on how much you need to retire

Most Liked Answer

Gary Silcox from Gary D. Silcox
1 Local Recommends Them • Answered on Thursday, July 6, 2017

Great question with ONE right answer in today's world. I can safely state "Retirement Will Not Be As Financially Comfortable As You Think! So Take This As A Wake-Up Call." With 40+ years experience I have seen every conceivable Retirement Plan, Program, Plot, Tax Dodge, Off Shore concept including our own Gov't. controlled Qualified Plans aka (Tax Traps/Tax Time Bombs). The most beneficial result of a proper plan configuration is to eliminate Gov't. controlling rules, restrictions and taxation at retirement. By simply eliminating the taxation of your... (more)

Doug Knowles Jr. from MCA Russell Johns
3 Locals Recommend Them • Replied on Thursday, July 6, 2017

I wanted to know if you could email me more about what you're saying will outperform a Roth IRA please?! I'm interested in hearing more.

Gary Silcox from Gary D. Silcox
1 Local Recommends Them • Answered on Thursday, July 6, 2017

Let me outline a couple of the obvious pitfalls....if you own your own company you are missing out on tax deductible most investment vehicles available its tied to limit stock investments and as such puts you at risk of to maximum contributions each year...must maintain rules and regs per the IRS Qualified Plan criteria......No provision to self complete if an early demise....early withdrawal penalties...taxes ultimately to be paid by inheriting parties....can't facilitate succession planning....Gov't controlled and... (more)

Michael Stevens MLA from Farm & Ranch Healthcare, Inc
23 Locals Recommend Them • Replied on Sunday, July 9, 2017

sound advice Gary .... Hope you are doing well ..... Thanks

Ina Pollack from Goldtree Financial
3 Locals Recommend Them • Answered on Thursday, July 6, 2017

My clients needs in retirement are not less. Today people in their 70s travel a lot and that costs money. Health needs increase. Also they may need some help with household chores , gardening etc that they could easily do before.some may have to modify things such as bathrooms, Ramos in their homes to accomplish this.

On to retirement planning. There are types of insurance that one can take io increase their retirement income substantially. There is also estate planning with regards to tax planning and Tax SaVings. Even if your children will take over the... (more)

Dan, Gary, Peter, Aaron, Maureen, & Kate from Dan Culbert - Investors Group Financial Services Inc.
0 Locals Recommend Them • Answered on Thursday, July 6, 2017

A lot of good answers here and as each client will determine their own need none of them are wrong.

In my opinion, while due to tax laws, it is different here in Canada there are concepts and strategies in both countries to limit this impact.

I am of a mind that retirement is a long term project not a moment in time and like any other goal, once you have determined how you envision your financial future (i.e. lifestyle) you need to work this backwards to see how you can get there from here and ensure even with our ever increasing longevity that you do not... (more)

Carolyn Payne from Dr. Carolyn S Payne CPA
0 Locals Recommend Them • Answered on Thursday, July 6, 2017

I think you have to make a budget and be realistic about inflation and consider the changing financial needs of an aging person. While some needs will decrease, others like healthcare and assistance will eventually increase.

I attended a seminar this summer about retirement and one of the main points of one of the speakers was - don't retire from something, retire TO something. Make sure that you still have a passion or purpose. There is nothing worse than someone who has worked all of their life and felt the adrenaline and the thrills of that time then they... (more)

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