In this video, we’ll make you aware of the three retirement decisions that you can’t change. What you decide to do with each of these...
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BROWSE VIDEOS BY TOPIC... Social Security 401k Retirement
What is the best tax strategy for retirement?
In today's video, we will share our Top 5 Strategies for getting the most out of your taxes in retirement and who these strategies are...
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Can I retire next year? Solve for this 1 thing FIRST to help know if you’re ready to retire!
More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not...
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Should I contribute to my 401k or Roth 401k in my 60s?
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by...
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Will my taxes be higher or lower in retirement?
In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement....
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Should I Claim Social Security at Age 67 or 70? 3 Cases Age 67 May Be Better!
Should I claim Social Security at age 67 or 70? This is a discussion we have with clients all the time and it’s critical because...
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How to get more tax-free money and income for retirement
Without that steady income stream from work, people most commonly rely on their investments. Depending on where you’ve been saving, your money will likely come...
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4 Tips Get the Most Out or Your 401k Plan & Maximize Your 401k Money
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring...
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Can I work and Collect Social Security at the same time? What are the rules? Are there deductions?
Today we’re going to talk all about the rules around working and collecting Social Security. Everything you need to know will be laid out in...
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3 Important Gaps to Fill to be Ready for Retirement!
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
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How to Reduce Income Taxes in 2023
February 13, 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
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.