It seems like every dollar you receive these days is taxable income. And with our country’s debt chances are tax rates will be going up sometime in your future! So, that creates some real concerns! The good news is that…
Your Money Your Retirement®! It’s not just the name of our radio show! It’s the driving force in our practice! Today, we’ll review one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on…
Will your money last…how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually…
It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some may tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’
Do you think you would make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to retirement income literacy quiz. According to the American College of Financial Services.
We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement, that means Generation X is on deck.
Have you ever been afraid to take a financial risk?
Or maybe you’ve found yourself buying something just because everyone else is?
These are examples of how our behavior plays a big role in our financial decisions.
You can test drive a car or an RV, but what about your retirement? We’ll share some tips to think about before you make the leap into retirement.
Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is right now.
Is your estate plan up to date? After you pass away, will your assets and money go where you intend? Is there a beneficiary form that was not updated after a life situation changed? Do your loved ones a favor and listen to the podcast now.
A lot can happen to you in 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
You probably know what you should plan to spend on housing and groceries in retirement. And you’ve been dreaming to finally book that luxury vacation or close on that lake house in retirement. But are you ready for all the unplanned costs in retirement? We’ll discuss some surprising, unexpected costs that could knock your retirement off course.
It’s easy to make assumptions about what goes into a legacy plan. We’ll help make it clear for you as we dive into the basics of creating a lasting legacy for your family.
We can’t prevent bad things from happening. But we can help plan for the worst so if there is an accident, emergency, or serious medical diagnosis…you and your loved ones can focus on healing, not financial headaches.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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