Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
Do you know what it costs to live your lifestyle? Many successful people don’t. They haven’t had to worry about money, live below their means, and save diligently. Yet, when it comes to retirement planning, you need to know these costs. Continue reading
Ep 86: Cash Flow – Measuring & Monitoring the Heartbeat of Your Financial Planning
Do you know what it costs to live your lifestyle? Many successful people don’t. They haven’t had to worry about money, live below their means, and save diligently. Yet, when it comes to retirement planning, you need to know these costs. Continue reading
How Early Retirees Can Get A BIG Health Insurance Tax Credit
Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain … Continue reading
Ep 85: What’s a “Conservative” Investor To Do These Days?
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind. Hear Kevin review discuss a recent letter written to his clients about the three broad categories of investments. Continue reading
Should I Sell a Stock with a Large Taxable Gain? (Part 1)
Have you acquired stock over time and seen it significantly rise in value over time? Perhaps you simply bought and held, were gifted shares, or accumulated company stock through grants or options. Now you have a more concentrated portfolio. What should you do? Let it ride? Or should you sell, pay taxes, and reinvest? Continue reading
Ep 84: Investment Allocation Update – Thinking About Your Investment Recipe
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind. Hear Kevin review discuss a recent letter written to his clients about the three broad categories of investments. Continue reading
Ep 83: Biden’s “American Families” Tax Plan
Biden’s tax proposals have finally been put into legislation and released on September 13th. Thankfully they’re not as bad as the Beatles’ “Tax Man” lyrics, and the tax increases were also less than what was expected.
Hear Kevin discuss key proposals for individuals with the good, the bad, and those that didn’t make it into the bill, and be sure to pay attention to the end to hear the key things to do to keep more in your pocket. Continue reading
Biden’s Tax Proposal: Key Changes & Planning Opportunities
Anticipated tax proposals have finally been released in legislative form on September 13, 2021. As of early October, these proposals have yet to be finalized in Congress as the sausage is being made. Thankfully the changes are not as bad as many had feared, but there are many changes that may impact your financial and tax planning. Continue reading
Ep 82: Social Security Update – Solvency, COLA, & Planning Strategies
The 2021 Social Security Trustee’s Report was recently released and the 2022 COLA is near finalized. What can we expect for the COLA and glean from the report? Learn the important points and key planning implications for your Social Security benefits. Continue reading
Medicare Reviews During Open Enrollment
As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes. Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs. Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading
