Subscribe With Your Favorite App Show Notes As we approach the end of the year, saving money on taxes becomes a bigger focus for many
Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.
Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.
There are many things we know we’ll have to deal with in retirement, but we don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? We’ll help you determine how.
There are some great rules out there that will lead you down the path of financial success. But there are also some that, if followed, could derail your financial and retirement plan.
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.
On this episode, we’ll pick sides of some important financial debates. From paying off your mortgage early to life insurance and more, we’ll share our opinions on these hot financial topics.
Are you nervous about shifting from saving money to spending it in retirement? If so, you’re not alone. Today we’re sharing five things you need to know about decumulation, or the spending phase of your life.
We’re all guilty of procrastinating from time to time. But today we’ll share some financial matters you want to be on top of and others you can take your time with. From taxes to debt, find out what you need to know about these money tasks.