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.
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.
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.
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.
This is the final part of us breaking down our Retire ASAP Process. We focus on a fictional client couple and talk through how we would guide them through our process and how they can keep their plan flexible.
On today’s show, we discuss step 2 of the Retire ASAP Process. Now that we have evaluated what we want out of retirement, it is important to take inventory on what we already have in order to work towards our goals.
It is important to know what you want out of retirement and to be able to set some goals for yourself when you are in this phase of life. Brad Fike joins us on today’s show to discuss the first step of the retirement planning process when you work with Fike Advisors.