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.
Retirement Planning
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… Read More »What is a Reverse Mortgage? -with Alan Blood
Retirement Planning for Volatile Markets
The stock market in 2022 has been volatile due to rampant inflation, Russia’s invasion of Ukraine, and the Federal Reserve’s first interest rate increase since… Read More »Retirement Planning for Volatile Markets
25 Ways to Make Retirement More Fulfilling
Retirement can be an opportunity for a new phase of life. In retirement, you’ll most likely have more freedom than you’ve ever experienced. You get… Read More »25 Ways to Make Retirement More Fulfilling
Social Security Q&A
For most Americans, Social Security will be a foundational piece of their retirement income. How does it work and when should you take it? When… Read More »Social Security Q&A
Is It Time to Retire?
Eventually, almost every person asks the question, “Is it time to retire?” The real question is, “Are you prepared?” It’s quite common for people to… Read More »Is It Time to Retire?
Knowing Your Retirement Tax Bracket
If you don’t know your current tax bracket and the basics of how tax brackets work, you could make major tax mistakes during retirement. Tax… Read More »Knowing Your Retirement Tax Bracket
5 Strategies to Avoid Probate
Probate can be expensive, time consuming, public, and frustrating for your heirs. Should you create a will? A trust? What is the difference? Is it… Read More »5 Strategies to Avoid Probate
Social Security Spousal Benefits
Many married couples find navigating Social Security daunting, especially as it relates to understanding Social Security spousal benefits. Not only can you make Social Security… Read More »Social Security Spousal Benefits