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...
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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...
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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...
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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...
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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...
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5 Tips Towards Successful Investing
June 8, 2021
There is a lot of noise in our world. That can make it tough when it comes to what you should and should not be concentrating on as an investor. The stock market has shown us it has its ups and its downs, which can create a lot of emotions when investing your hard-earned money. Covered in this video is what noise, thoughts, and information to IGNORE as an investor to help keep you on track towards long-term success.
How Retirement Income Gets Taxed & 5 Strategies to Help Reduce Those Taxes
May 25, 2021
As you tally up what your income in retirement may look like (or already is), don’t forget to account for taxes. This video discusses how some of your primary sources of retirement income are taxed and 5 strategies to help reduce those taxes and keep more of your income with you vs. going to the IRS.
Want to Retire Early? 5 Areas to Have Covered
May 18, 2021
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence. We’ve helped others, just like you, towards that same goal and there are 5 areas that you will want to make sure you have covered if retiring before age 65.
Your 401k – How do you use it? What are the 401k withdrawal rules?
May 13, 2021
Your 401(k) may be one of your biggest retirement savings tools. But, how do you use it? At what age can you take a withdrawal? What if you wish to take control of your funds instead of leaving it at your employer? In this video, we cover those subjects along with other 401(k) withdrawal rules.
Capital Gains Tax – How to Help Avoid or Reduce Capital Gains Tax
May 11, 2021
Do you have non-retirement asset(s) that have appreciated in value? Maybe stocks? Property? A Business? Well, don’t forget you might owe the IRS on your appreciation, or gains, when you sell the asset. The Capital Gains Tax. With planning, you may be able to reduce or eliminate this tax and keep more of your gains in your pocket.
Tax Planning – What is it? Why is it important? 3 Tax Planning Strategies for Savers and Investors
April 19, 2021
Do you know what one of your biggest expenses may be in retirement? Taxes! In this video I talk about the difference between Tax Preparers and Tax Planners (and why you might need both!), what tax planning is and why it is important, and the strategies you can consider.
401k vs Roth 401k – Which is Better? Which should you contribute to?
April 19, 2021
Is it better to contribute to the 401(k) or Roth 401(k)? The Roth 401(k) could offer great benefits like tax-free growth & future tax-free income. But which is more tax-efficient for you and your future? In this video I talk about the differences between the 401(k) vs. Roth 401(k) and which may be better for you to save in.