You’ve been saving into your 401k throughout your working years and now the time has come to retire. This 401k account will likely be your...
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3 Mistakes to Avoid Planning for Retirement as a Couple
Today we want to share with you three common mistakes to avoid as a married couple planning for retirement.
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5 Social Security Myths to Know Before Filing
In This Video: Before you can make the best decision about when to claim your Social Security benefits, you need to be aware of these...
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When to Take Social Security – 3 Uncommon Factors to Consider
In This Video: Social Security will be a big piece of the retirement income puzzle for most Americans, but they don’t always give it as...
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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,...
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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...
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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...
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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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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.