Why Every Financial Plan Needs an Estate Plan: Expert Tips for Securing Your Family’s Future
Guest Post by Jon Miller, Attorney at Law When it comes to managing your finances, you probably work closely with your financial advisor to build
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How Reverse Mortgages Let You Be the Hero in Your Children’s Success Story
Guest Post by Kelly Sansom, Utah Mortgage Expert at ClearPath The Two Phone Calls That Change Everything Picture this: Two fathers, both 68, both living
8 Essential Steps to Preparing for the Retirement Jump
Carl Woolston discusses eight critical steps to help you prepare for the retirement jump. He emphasizes financial security, peace of mind, and ensuring you retire to something, not just from something.
Give Every Asset A Job
Highlights the importance of giving every asset a specific job in retirement planning, moving beyond the single-minded goal of asset growth. Discusses the seven crucial jobs for retirement assets, emphasizing that a well-thought-out approach can ensure financial security, a fulfilling lifestyle, and peace of mind during retirement.
3 Common Pre-Retirement Mistakes
Explore three common pre-retirement mistakes that can significantly impact your financial future. The transition to retirement can be filled with uncertainty, worry, and complexity. Making mistakes in the process can lead to running out of money, excessive tax payments, and market losses.
The RMD Tax Trap
The RMD tax trap can sneak up during retirement and cause excessive tax bills for many retirees. In addition, your RMD tax liability can increase
Cutting-Edge Tax Planning – Free Tax Report Analysis
I’m happy to announce that I’ve recently added new cutting-edge tax report software. This technology allows me to analyze your tax return in a powerful new way.
Medicare Q&A – with Andrea Dover, CPA
What are your Medicare options? When should you sign up? Do you need to sign up? What’s the difference between Medicare Part A, B, C, and D? How much does Medicare cost, and how does it work? My guest Andrea Dover, CPA, lends her Medicare expertise to the podcast.
What is a Reverse Mortgage? -with Alan Blood
Reverse mortgages can be a financial tool to use during retirement in some situations. Technically, reverse mortgages are called Home Equity Conversion Mortgages or HECM