taxes

Estate Planning 101

Have you ever considered how you’ll safeguard your financial legacy for the next generation? Today we want to dive into some of the technical aspects of estate planning and the crucial role it plays in retirement strategy.

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How One Overlooked Issue Can Sink Your Retirement

In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

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What can we rely on during downturns in the market?

This won’t be the most exotic blog post you will ever read, but stick with me here. If you own whole life insurance or are considering purchasing whole life insurance, then you want to read this article.

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7 Most Common Retirement Planning Mistakes (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.

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Ep 52: Retirement Expenses For Which You Forgot To Plan

  We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help you see the things you might initially overlook. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. There…

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Ep 51: The Incomplete Financial Plan

  Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….

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Ep 46: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in your tax savings. We’ll also…

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Ep 35: What To Do as You Count Down the Days to Retirement

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

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Ep 26: Planning for Things You Can’t Predict

There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but you can prepare for it. On today’s episode, we’ll discuss some common things we can’t predict but how we can still make a plan for them anyway.

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Ep 19: Tax Consequences for Different Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

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