Waterfront Financial Group

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So far Waterfront Financial Group has created 35 blog entries.

Publish Your History

Are there anecdotes about a family member you want to save for posterity? Has your genealogical research uncovered amazing family stories? Would you like to share the adventures of your life with future generations? If so, you’re in luck. It has never been easier to pass information from generation to generation.   Write it up [...]

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Will You Pay The AMT?

The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed to [...]

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Get Paid for Going Green

Americans are expected to spend an annualized $53.8 billion on home improvements in the third quarter of 2014—which represents a 9.9% increase over the third quarter of 2013.¹ Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives. Here’s how:² The Energy Property Tax Credit Tax credits for Energy-Star-rated [...]

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Social Security: By the Numbers

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

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Social Security Planning: Is It Necessary?

Social Security is one of the most popular programs the federal government has ever put into place. In total, about 57 million Americans received retirement, disability, or survivors’ benefits during 2012 at a cost of about $786 billion. Social Security retirement benefits were received by nine of 10 people age 65 or older during 2012 [...]

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A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and more lately what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin by discussing one idea—a bucket approach [...]

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When Do You Need a Will?

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

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What Can a Million Dollars Buy You?

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

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Orchestrating Your Retirement Accounts

An orchestra is a merely a collection of instruments, each of which brings a unique sound. It is only when a conductor leads them that they create the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement strategy is a built on the pillars of your [...]

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.     The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. [...]

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