Eliminate fear from your retirement, minimize taxes, take control and gain Permission to Spend.
You will be afraid to spend. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They’re afraid of what happens if they live too long, markets crash or they require expensive ongoing care that their plans cannot support. They’re afraid of running out of money at a time when doing so would be catastrophic. These people are victims of an industry that has been seduced by the sexiness of accumulating investments, with no regard for how to use them later in life. With a modern twist on a centuries-old strategy, this book will help you understand how to begin with the end in mind and set up your finances to maximize income during your lifetime, while ensuring your goals are protected.
In this guide to planning for retirement, Tom Wall provides the exact method to unlock your savings and maximize the fruits of your labor.
In Permission to Spend, you will learn • How much you need to be saving to reach retirement • Ways to optimize your savings and investments while avoiding excessive taxes • Risks to your retirement and an understanding of safe withdrawal rates • How to set up multiple sources of guaranteed income • Strategies to maximize spending early in retirement, when you’re most capable of enjoying your money • Opportunities to reduce your reliance on traditional banks • What to look for when seeking an advisor • Where to go next to design your ideal retirement and achieve Permission to Spend.
We all want to make a difference. Whether that is in our own lives, in the lives of our family and friends, in our community, or across the world – we all want to have a meaningful impact on the people and places that matter most to us.
And after you have reached a certain level of material wealth and success – what happens next?
In this book, you will meet characters who face this exact question. Although the characters are fictional, they represent financial situations that are commonplace in today’s world. Throughout this story, you will learn how directing your wealth through different methods of charitable giving, will allow you to control your assets, support the people and groups that you value you most, and make a lasting impact on the world.
Charitable Giving empowers you to have a direct influence on the causes and people that are closest to your heart!
What happens to my kids when I die? Do I need a will or a trust? How do I get started?
Let’s face it, estate planning is complicated and confusing. And talking about your death is uncomfortable…
It’s no wonder estate planning is one of those things parents put off until it’s too late – even though the consequences are often devastating. But it doesn’t have to be this way.
Remember the story of Cinderella, the orphan mistreated by her evil stepmother and stepsisters? Consider an alternative ending. A legally “Happily Ever After,” that starts with an estate plan and ends with Cinderella keeping the house!
While the Cinderella story is fictional, the reality is that children all over the world suffer like Cinderella because their parents don’t have access to the legal tools in this book, and they fail to put into place an estate plan.
With this book, your kids won’t need a magical fairy godmother or a prince to save the day. You will understand
What legal documents you need and why you need them (in terms that you can understand)
Actionable steps you can follow to secure your children’s future
How to find the best possible attorney for your needs
How to safeguard your wealth
How to put a flag in the ground for your legacy
This book will help you protect your children’s future and happiness.
Meet Pamela Maass Garrett
Pamela Maass is an Estate Planning Attorney and Owner of Law Mother LLC – a Colorado based law firm. Pamela focuses her practice on helping families and business owners protect their future and loved ones. Pamela started her career as a Deputy District Attorney and participated in over 40 jury trials. She uses this litigation experience to help her clients plan in a way that will keep their loved ones out of court and conflict. Prior to law school, Pamela earned her B.S. in Industrial Engineering, M.S. in Civil Engineering and enjoys using innovative technology to improve her clients’ experiences with legal planning.
How to make the most of your tax breaks and reap the financial rewards, even if you struggle with filing…
What do you think when you hear the word “taxes”?
Odds are, you don’t associate them with anything good. In fact, it’s been said that the only two things that are certain in life are death and taxes — and nobody looks forward to either of them.
But why is that? What is it about tax season that creates a sense of dread and unnecessary stress?
The fear of taxes often comes from misunderstanding.
Many people believe that the goal of taxes is to take from the people, when in fact the tax code is written to benefit the people who contribute back to the economy.
As an entrepreneur, you know the value you bring to the table. You help create jobs, provide services, and give back with your time and effort.
So it can feel like a punishment when you file your tax return and get hit with high taxation rates and minimal returns.
The truth is, by changing the way you approach your taxes, you can transform the way they impact your life.
Through strategic planning, you can take advantage of the hundreds of deductions and credits that were designed to save you money, just for running your business in a smart way.
In Tax Planning for Women Entrepreneurs, here is just a fraction of what you will discover:
How to make the most of your tax opportunities to minimize expenses and take advantage of what’s available to you as a business owner
What the cashflow quadrant is — and where you fall within it
The 4 essential asset classes you must be investing in if you want a truly balanced portfolio
The difference between tax deductions and tax credits, and why understanding how they differ is crucial to maximizing your tax savings
6 simple steps to lower your tax bracket, potentially saving you thousands of dollars
Small business tax deductions you might be overlooking that are costing you money each year
How to make the most of your real estate investments and choose the right niche for your needs
How to avoid double taxation by creating flow-through entities using the business that you already have
The easy-to-claim tax credits that you might qualify for without even realizing it
And much more.
Maybe you’ve already tried to take a strategic look at your taxes in the past, finding yourself overwhelmed by the sheer amount of information out there. You’re not alone.
Millions of people each year lose out on money they are rightfully owed, all because they don’t know how to use the system to their benefit.
This guide will take you through all the steps to take advantage of the opportunities the government gives you, all through completely legal means.
You’ll be able to confidently save for the future knowing that you’re paying the lowest possible tax rates, supporting your business, and planning for success.
If you’re ready to take the fear and stress out of taxes and make the most of your money, then scroll up and click the “Add to Cart” button right now.
Meet Lisa Corbitt
Lisa Corbitt is an entrepreneur, certified public accountant and the author of Tax Planning for Women Entrepreneurs.
She is a firm believer in building wealth and paving the way for early retirement in order to focus on living life to its fullest, and she funnels this passion into her work. Her writing is focused on providing practical strategies to help readers reach their dreams of wealth and freedom.
Lisa has been working in the financial industry for 26 years, combining her training as an accountant with her passion for tax planning and wealth management. Helping people achieve their financial goals brings her great joy, and she’s determined to use her extensive training to help others live the lives they truly want to live.
She has a particular passion for working with female entrepreneurs, whose dedication and drive inspire her every day. She has an inside understanding of how it’s possible to work with your taxes for the benefit of your entire life, rather than finding them a source of frustration or a hindrance to your business.
Lisa now lives in the Bahamas with her husband, a story she tells to show just how possible it is to live the life you thought was only attainable in dreams. Her greatest pleasure is walking barefoot on the sand to pick fresh mangoes for breakfast. It’s these small pleasures that make life worth living, and she’s determined to share everything she knows about accessing them with the world.
