Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Three Times the Retirement Assets

Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3)

On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot through the roof! That’s not news to psychologists, divorce attorneys or financial planners. (4)

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Tuna Casserole

“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1

Retirement can be the opportunity of a lifetime to achieve so many goals we’ve deferred while building our business, our family, and supporting others. Retirement, finally, is “me time!” Or so say more than one of our retiring clients.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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The Green Initiative

Addressing Global Concerns on an individualized basis