Retirement Planning Assumptions to Avoid
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
Category: Video
How to Reduce Income Taxes in 2023
In This Video: In this video, we’re going to talk about three ways to potentially reduce your income taxes in 2023. These strategies could potentially
Am I ready to retire? 10 Point Retirement Checklist
In This Video: Everyone wants to know when they will be able to retire. If it’s not the first question we get, it’s very soon
Wanting to Retire Before 60? 3 Factors to Consider!
In This Video: Having the option to retire early is a great position to be in financially, but what does it take to reach that
Tips to Maximize Health Savings Account (HSA) Benefits
In This Video: The Health Savings Account is one of the most important retirement accounts you can contribute to, but many people don’t realize the
How Soon & How Much Should I Adjust My Investment Portfolio Before Retirement?
In This Video: Investing strategies change over time depending on your needs and where you are in life. As you begin to approach that retirement
How to Help Reduce Taxes on Required Minimum Distributions (RMDs)
In This Video: There will come a time when every retiree will be required to withdraw money from their retirement accounts whether you’re ready to
Taxes on Social Security Benefits & Potential Ways to Reduce the Taxes
Yes, you read that right. There are taxes on your Social Security benefits. How much? Well, that depends on your combined income. In this post and video, I discuss how to determine how much of your Social Security benefit is taxable. Also, potential ways to reduce the taxes on your Social Security benefit.
Should you invest in your company 401k?
Should you be saving and investing in your company 401k for your retirement? If you pay attention to all aspects of the 401(k) account, you may not want to contribute all of your retirement savings into it. In this post and video, I discuss the advantages and disadvantages of a 401k and alternative strategies that you may want to consider.
2021 – 2nd Quarter Market Review and Outlook
In our latest Market Talk, we explore the factors that pushed markets in the second quarter. What to look for in the second half of the year. Plus strategies and opportunities to implement in your financial picture.