Do you have too much company stock in your 401K? That’s a question we get regularly from people who have that op-tion in their retirement...
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3 Retirement Rules of Thumb to Stop Following!
General rules of thumb can be helpful but we have 3 retirement rules of thumb today that you should probably stop following.
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How do I inherit money in an IRA? 3 Options & a Big Mistake to Avoid!
So you’re inheriting money and some of it sits in an IRA. What do you need to know about inheriting money in an IRA?
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5 COSTLY Money Mistakes to Avoid in Retirement Planning and How to Avoid Them
We’re going to talk about the five big money mistakes when it comes to retirement planning and provide you with some strategies to help you...
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7 Tax & Financial Strategies To Do Before 2023 Ends!
In today’s video, we’re going to talk about seven tax and financial strategies that you should consider before the end of the year. Whether you’re...
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What should I know before I retire? Have answers to these 3 questions before you retire!
Before you retire, you need to have answers to these three questions. And the only way to get the answers is by asking the right...
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When Should a Married Couple Claim Social Security? 1 Crucial Factor to Consider!
Social Security is a huge decision for retirement and we often see couples make a big mistake about when to claim their benefits. Most people...
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3 retirement decisions that you can’t change. Avoid regret & mistakes, consider the necessary factors first!
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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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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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.