Financial Advisement

5 Financial Things to Do Now That You Won’t Regret

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview:

By the time you reach your mid-30s, you may have been in your career for a while, maybe you own a house, you may have kids or are thinking about starting a family, and you’re usually beginning to make some traction in your financial life. But how do you maximize this momentum so that you’re making the right decisions now that you’ll be thankful for in 10 years? Here are five key elements to consider.

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3 Tax Tips for Wealthy Investors to Save Big

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

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3 Tax Tips for Wealthy Investors:

As a wealthy investor, you can afford expert advice and likely have the essentials of a strong financial plan covered like maxing out your 401k, contributing to an IRA and saving for your children’s college with a 529 plan.

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5 Ways to Supplement Your Income in Retirement

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

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on How to Supplement Your Income in Retirement:

How can we spend our golden years without becoming a burden on our family or enduring multiple moves?

Many people are trying to answer that question. As you’re thinking about retirement, it’s important in today’s world to realize you probably won’t be able to retire solely on Social Security and returns from your investment accounts.

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4 Questions to Ask Yourself Before Selling Your Business

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview:

For owners and entrepreneurs, usually their biggest concerns have to do with growing their business: building a network, strengthening client relationships, increasing profits, and so on. The idea of stepping away may not be on their minds, but it’s an important issue that requires owners to prepare. Here are a few questions to consider when thinking about selling your business.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

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Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever. But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation. Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life. Money erodes over time in the form of:

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Is it Time to Refinance Your Home Mortgage?

Available for Interviews: Harry Abrahamsen

What Harry Abramhamsen can say in an interview:

- - Seek lower interest rates. If you can get a lower rate, try and refinance your current loan. The challenge is how much is your house worth. Banks will become more and more skittish about real estate values.

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Think You Don’t Qualify for a Roth? Think Again!

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

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Roth Retirement Accounts:

As a financial advisor, I’ve spoken with a number of investors recently who are not funding Roth accounts. When I ask why not, they say they were under the impression that they don’t qualify. As Roth gets more attention and we hear more talk of Biden tax increases, I want to make sure everyone knows that there are more ways to fund a Roth than they think, and one may work for them.

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Should You Retire at Age 50? The Pros & Cons of Retiring Early

Available for Interviews: Don Garman

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Retiring Early:

Most people in the US will retire at or around age 65. For some however, that day can’t come soon enough. Retiring at age 50 has become a popular goal for ambitious savers who want to embark on a second career or embrace an adventurous lifestyle. If you’re thinking about retiring at the age of 50, review these pros and cons to consider if you’re mentally and financially prepared for the coming decades.

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3 Options to Maximize the Impact of Our Charitable Giving at This Unique Moment

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

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Charitable Giving and the Tax Advantages We Can Realize:

Charitably inclined investors would be wise to take inventory of their giving goals, tax position, and investment gains sooner rather than later because some opportunities exist right now they may want to take advantage of. Here are 3 options to maximize the impact of charitable giving:

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