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Ep 26: When Should I Take My Social Security?

Ep 26: When Should I Take My Social Security?

As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.

Ep 18: Tax Planning, Part 3

Ep 18: Tax Planning, Part 3

Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.

Ep 17: Tax Planning, Part 2

Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.

Ep 16: Tax Planning, Part 1

Ep 16: Tax Planning, Part 1

Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.