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…
David provides a thoughtful analysis of the US economy and the US National Debt which now exceeds $36 TRILLION! He is very impressive. Using his extensive experience as a CPA, David served as the seventh Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO) for almost ten years (1998-2008). He served under Presidents Bill Clinton and George W. Bush. David also appeared in the Psychology of Retirement Movie Premiere Hosted by the Blue Heron Capital Team. This is a must listen podcast!
There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement?
According to a new poll, one in five Americans believe they’ll never retire, 62% of people who aren’t retired yet believe Social Security won’t even cover half their expenses and only 33% of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on our retirement checklist.
Inflation, Taxes, and Market Volatility are just some of the risks that you need to manage to protect your retirement future. Fortunately, there are ways to prepare, but it takes serious planning to manage the challenges you and so many retirees could face in the coming years!
It’s always important to keep your personal information as secure as possible, especially in our digital age today. However, there might some things you’re carrying in that wallet or purse that could be putting you at risk too.
A special guest joins us to discuss the financial impact of the election and how to be more tax efficient in retirement. Today’s special guest Becky Swansburg, CEO of Stonewood Financial, and the nation’s leading expert on Legislative Risk in retirement.
How much money do you really need to retire? It seems that everyone has an opinion on that, and the numbers get higher every year, but how do you know how much you’ll really need for your retirement journey?
The number one concern for most people when they talk about their retirement is whether their money will last as long as they do. So we’ll disclose 5 Ways to Help Make Your Retirement Income Last Longer. Joining in this discussion is Financial Advisor Zach Roberts
We’ll explore some of the more common retirement mistakes and regrets that others have shared and discover ways that you can avoid them.
Early retirement is a dream for many, but can you really afford to do it? Before you quit your job and sail off into your retirement journey, you’ll need to carefully consider taxes, health care, income sources and a lot more. And you…
Every woman needs have her own Financial Plan – no matter whether she’s single, married, or in a committed relationship! Unfortunately, most women don’t have a written plan.
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