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https://youtu.be/qif6h_ucYlo The Internal Revenue Service stated that this tax season could be a frustrating one. I want to share what the IRS commissioner said so that you can be prepared, and then also I'll share a few things you can do now in order to save on your 2021 taxes. The IRS...

https://youtu.be/sbtlnrj4JQ0 I’m fortunate to have been able to talk to hundreds of people in their fifties and sixties about their plans for retirement. And I recognize that there are two things a lot of people have in common that actually stops them from achieving a successful and secure...

https://youtu.be/gPUAJERuDE4 Dave: I'm here with my business partner, Tim, today. He recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know that we get quite a few questions around Roth conversions and when it might...

DAVE: I'm here with my business partner, Tim, today and he recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know that we get quite a few questions around Roth conversions and when it might make sense and things like...

https://youtu.be/3mlZ0yigfEQ What can you expect with the Social Security Cost of Living Adjustment (COLA) for 2022? Over the last 10 years, the average cost of living increase in social security has been 1.65 percent. The COLA for 2022 was recently announced to be 5.9 percent. This is the largest...

https://youtu.be/0eo8539UNLs We help quite a few people retire before the age of 65 and many times health insurance costs are one of their biggest concerns. And rightfully so because you and I can imagine how pricey it might be for us to pay for health insurance, before we get to the Medicare age...

https://youtu.be/eeHH3NUX__g In the past few months, we've seen a few clients, and parents of clients, mentally decline in a short amount of time. They had a handle on their financial things, but then pretty rapidly, things started to slip. In this post, I'm going to give you a few questions to...

https://youtu.be/ClvuJsRQonU As you're thinking about retirement, you’re probably focused on finances and making sure that you're doing the right things to ensure you make wise money decisions. That's key, but there are a few other skills we've seen successful retirees develop that truly helped...

https://youtu.be/n-OqELGPGeY Answering these four questions during a bull market can help you improve the success rate of your retirement plan. This will help you be more prepared for the next big correction, whenever that might be. I encourage you to read through each one and then think through...