Frazier Allen: Financial Planning for Modern Life’s Different Stages
March 16, 2015
Flexibility, Resourcefulness are Crucial as Old Rules are Upended
Clarksville, TN – The old paradigm that saw young people leave the nest, get some education, marry, raise a family, pursue a career and then retire – in roughly that order – has been tossed out the window.
Today, college students start companies in their dorm rooms, late-life marriages bring two sets of kids together, and retirement may not be an option or even a desired goal for some folks.
Frazier Allen lists 12 Financial Resolutions for the New Year
January 1, 2015
Review and revamp your financial plan all year long.
Clarksville, TN – While resolutions are something you normally might associate with the new year, this particular set of resolutions remains valid and relevant any time of year. That’s why I’m sharing with you this list of 12 Financial Resolutions.
As you read this list, I’m sure you’ll find the suggestions relevant to your own financial life. Topics range from revisiting your portfolio’s asset allocation to making sure your retirement plan is on track.
IRA and Retirement Plan Limits for 2012
November 8, 2011
IRA contribution limits
Clarksville, TN – The maximum amount you can contribute to a traditional IRA or Roth IRA in 2012 remains at $5,000 (or 100% of your earned income, if less), unchanged from 2011.
The maximum catch-up contribution for those age 50 or older remains at $1,000. (You can contribute to both a traditional and Roth IRA in 2012, but your total contributions can’t exceed this annual limit.) [Read more]