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...
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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...
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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...
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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...
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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...
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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...
Watch Now
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...
Watch Now
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...
Watch Now
Tax Strategies for High-Income Individuals and Families
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an...
Watch Now
Understanding 9 Important Ages (& Strategies) in Retirement Planning
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to...
Watch Now
Am I ready to retire? 10 Point Retirement Checklist
January 25, 2023
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!
January 9, 2023
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
December 22, 2022
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?
November 28, 2022
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)
November 14, 2022
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
August 31, 2021
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?
August 10, 2021
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
July 27, 2021
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.
Tax Strategies for High-Income Individuals and Families
July 13, 2021
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an above-average income OR you have maxed out your retirement accounts and just wondering where to save in the most tax-efficient way, this video covers 11 tax strategies for high-income individuals to help reduce taxes and keep more of your hard-earned money with you and your family.
Understanding 9 Important Ages (& Strategies) in Retirement Planning
June 21, 2021
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.