Posts Tagged ‘Taxes’
Episode 54: Top 5 Social Security Misunderstandings
Do you feel like you have a handle on what to expect when it comes to Social Security? Are you clear on what your benefits may be and when the best time is to start taking them? If not, this is a good place to start as we review the top five common Social Security misunderstandings.
Read MoreEpisode 53: Things Nobody Says To Their Financial Advisor
Financial advisors hear a lot of crazy things when it comes to managing money. But do you want to know what they never hear? Have you said any of these things to your advisor?
Read MoreEpisode 50: Variables That Shape Your Retirement Plan
What should you be considering when building a retirement plan? Instead of following a cookie cutter plan, know what you need to factor in to ensure your retirement plan suits your needs.
Read MoreEp 49: Are You Working With The Right Financial Advisor?
Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?
Read MoreEp #47: Answering the Most Common 401k FAQs
One of the most-used investment vehicles for retirement is the 401(k) because many employees have the option offered by their company. We want to help you understand the 401(k) by answering many of the common questions we get from contribution amounts to rollovers to investing options.
Read MoreEpisode #44: The 7-Step Retirement Plan You Can Build Yourself, Part 2
Have you created a retirement plan that covers all of the basics? More than just where your money is invested, do you have goals and a plan in place that accomplishes what you want it to? The seven-step retirement plan is something you can do to make sure you are headed in the right direction. This is part two of the series.
Read MoreEpisode #36: 4 Little Known Reasons to Own Life Insurance
A lot of people assume you only need life insurance if you have kids at home. But did you know there are additional benefits to having life insurance that could impact both your life and your legacy?
Read MoreEpisode #35: How to Plan For Receiving An Inheritance In Retirement
Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.
Read MoreEpisode #33: Should You Contribute To A Roth or Traditional IRA?
Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.
Read MoreEpisode #29: 3 Things To Know About Stretch IRAs
When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.
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