Your Mortgage, Tax Strategies and Retirement

I get the question a lot – should I pay off my mortgage.  The answer is that depends.   If I told you that I had a vehicle that allowed you to pay $10 in interest to save $3 in taxes, would you do it?  The answer is probably no.  Assuming that you are in […]

How do you know if you are ready for retirement?

A lot of retirement planning starts with what I call a back of the envelope calculation.  That’s the calculations that you grab an old piece of mail and scribble some rough numbers.  While a back of the envelope calculation isn’t enough, it’s a good start. First, know how much you are spending.  You can do […]

Amber Cooper: C. Beach Brown’s New Financial Paraplanner Qualified Professional™

It seems virtually impossible to keep up with all the changes that are happening daily around the world; I don’t know about you, but I often dread turning on the evening news. That’s why it’s more important than ever to celebrate good changes – and we’ve recently experienced one right here in our office! Amber […]

Steps To Take If You Are Being Laid Off

Today’s job market is constantly evolving.  Unfortunately, that may mean that you are receiving a pink slip and if you are lucky a severance package.  Here are some steps to take and things to consider. If you are receiving a severance package, set aside the entire amount in a savings account and move over a […]

Should You Relocate in Retirement?

As many people approach retirement, they start thinking about moving.  Before you move, make sure that you think it through. Do you have family considerations that will keep you in your current area?  Is it important to you to stay close to your children, your grandchildren or even your parents?  As people are living longer, […]