When planning for financial independence, you still need to plan for things other than finances, like what you will do with your free time. We’re talking about the life side of retirement today. What are you doing with your time and your energy? Grab a pen and paper and answer these questions for yourself.
We are opening up the mailbag today. George wants to know how much risk he should take with his investments and Robert wonders which Roth – 401k or IRA – is better? We’ll also discuss the best way to help your parents with their investments and whether it’s smart to take Social Security early.
Have you thought about giving back to make a positive impact on the lives of others? Are you wanting to be involved in a charitable way? In today’s episode with Leslie Blake, Executive Director at Big Brothers Big Sisters, we discuss different ways you can volunteer, be involved, or contribute to help support and make a positive impact on the lives of others.
It’s best to spot red flags in your financial plan early on, that way we can address them before it’s too late. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.
Time to act fast. We’re sharing some important tax strategies you might want to put in place before Dec. 31 to maximize your retirement accounts. We’ll share what they are and why you might want to make these changes now.
Today we’re talking about the recent proposals in the new American Families Tax Proposal. We’ll walk you through some of the proposed changes and how they could affect your financial future.