Show Me the Money! – from SECURE Act – part 3 of 4
The SECURE Act signed December 19th, 2019, is the law. Pay attention to the retirement income numbers, Ask these questions to keep yourself out of trouble.
Rule for 72nd Birthday – SECURE Act – part 2 of 4
Good News!, you can wait nearly two more years to start taking the mandatory distributions from your IRA accounts, and if it is money you don’t need…
Stretch Affect from SECURE Act – part 1 of 4
The SECURE Act eliminates the stretch IRA and replaces it with a 10-year payout deadline for most beneficiaries. Most affected are those with large IRAs.
The Retirement Honeymoon | Don’t Run Out of Money Vs. Enjoy Retirement
If you don’t give yourself permission to enjoy your lifetime of saving, how much does it matter that you have accumulated all of that money?
History is Changing with Bonds: The New Mind Shift
WARNING: The value of your bonds go down when interest rates rise. With bond funds, this is called ‘mark to market’…
QCD – Qualified Charitable Distribution – How it Works and How You Benefit
To save money on taxes, make your charitable donations through a QCD and satisfy your Required Minimum Distributions – TAX-FREE!
The Ultimate Guide to Estate Planning (Full Video)
Watch this ultimate in-depth estate planning video guide. We will review the basics, and more, with regards to setting up and managing your estate plan.
3 Common Annuity Regrets | The Truth About Annuities
I want to review three common annuity regrets. Then at the end, I’m going to tell you about a bonus.
When Should You Hire a Financial Advisor and When Can You Do It Yourself?
As a financial advisor, I can tell you that you may never need one. Ask what can a financial advisor do for me compared to what I can do for myself?
You Will Use Your Estate Plan: Most Important Details You Need to Know
Everyone has an estate plan to pass on their stuff when they pass away. If you don’t choose an estate plan yourself then it is selected by the state.