We kick off our new series by discussing the polarizing topic of annuities. Some claim that annuities are the greatest investment on in the world, while others claim that they are terrible. Taylor and Brad will discuss some common misconceptions pertaining to this investment and how you may be able to properly utilize an annuity in your financial plan.
This year’s election is on the horizon and many people have strong emotions and opinions going into it. Emotions can take over during this time and cause people to make unwise financial decisions. Taylor and Brad discuss the behavioral side of finances and why you shouldn’t pull your money out of the stock market during volatile times.
One of the most overlooked parts of retirement planning is taxes. Do you know how taxes will affect your retirement savings, or your Social Security benefits? Tune in to find out what strategies can reduce your taxes in retirement, or even allow you to retire tax-free.
This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.
It’s no secret that the media has been sensationalizing the recent drops we have witnessed in the market and now many people are worried they will not be able to retire for another 5-10 years. Taylor and Brad will explain the different types of market recoveries and how they are helping their clients figure out if they can still retire this year.
There’s a lot of misleading information floating around about overly simplified strategies for withdrawing income in retirement. So what is the best method for withdrawing your income, and how much money is safe to withdraw in these volatile times? Taylor and Brad will help clear the air and get you back on track with your withdrawal strategy.
During these uncertain times with the coronavirus pandemic, it’s easy to panic and make rash, emotion-based decisions with your finances. So let’s talk about what to do, what not to do, and how to keep calm during this volatile market period.
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.