2018 Tax Preparation & Form 1099 Mailing
Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. As in past reporting years, the goal is … Continue reading
Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
Have you ever received an invitation to attend a steak dinner seminar event to learn about a financial product? Were you pitched an annuity? This is a popular phenomenon in the financial advising world and it’s one that drives Kevin a little crazy. Join us on this episode as we take a peek behind the annuity curtain and talk about what’s really happening at these free steak dinners. Continue reading
Understanding Variable Annuities Costs & Benefits
Some financial salespeople tout variable annuities as a better way protect your money or create retirement income. Even smart people can get caught up in the hype. This article will shed light on how they really work and what you … Continue reading
The Myth of No-Cost Fixed Annuities
Some financial salespeople tout annuities as a better way to protect and grow your money. They’ll often say things like ‘no cost’ or ‘stock-market-like returns’ neither of which are true. Even smart people can get caught up in the hype. … Continue reading
Ep 11: Not Resolutions – Set Goals The Right Way To Start The New Year
People struggle to keep their New Year’s Resolutions. Instead, let’s talk about what real goal setting looks like. Kevin will share some tips he’s picked up from various coaches over the years that have proved fruitful in his own life and talk about how you can apply them going into the new year. Continue reading
Ep 10: Rules Gone Awry – A Lower Tax Bracket Part 2
Time for part 2 of our conversation on the retirement rule gone awry that you’ll be in a lower tax bracket at retirement. On this episode, we’ll showcase a scenario where following this rule really puts you off track. Continue reading
Ep 9: Rules Gone Awry – A Lower Tax Bracket Part 1
Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading
Roth Conversions Even More Beneficial in 2018
With the Tax Cuts and Jobs Act, passed late in 2017, federal income tax rates are currently at historic lows. These lower rates in effect for tax years 2018 through 2025. In 2026, however, rates will revert to higher rates … Continue reading
Ep 8: Rules Gone Awry – Exorbitant Health Care Costs in Retirement
In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading
Three Apps to Easily Track Your Spending
Every financial plan needs to make assumptions on spending. Getting accurate information on spending is often most challenging but critically important. If you don’t get the inputs to your plan right, good luck with the outputs. We’ve rounded up our … Continue reading
