August 31, 2021
Child Tax Credits, Student Loan Forgiveness & More – Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss child tax credits, student loan forgiveness, & More on Cut Through the Noise.
August 24, 2021
Giving Appreciated Stock to Charity
If you own appreciated investment shares there are big opportunities for Giving that appreciated stock to charity, and reap many benefits.
August 20, 2021
How will the increasing national debt affect you?
How will the increasing national debt affect you? Inflation, higher taxes, interest rates, and the stability of currency are all questions.
August 17, 2021
5 Retirement Mistakes to Avoid – Drifting Off Course
5 Retirement Mistakes to Avoid. If you don't know where you are going and how to navigate changes, you can end drifting off course.
August 10, 2021
5 Retirement Mistakes to Avoid – Failing to Plan Your Time
5 Retirement Mistakes to Avoid. Retirement planning usually focuses on money but excludes the most precious resource of your retirement: Time!
August 3, 2021
5 Retirement Mistakes to Avoid – Spending Too Much Too Soon
5 Retirement Mistakes to Avoid. How much can I spend in retirement? Spending too much too soon is a recipe for a retirement disaster.
July 28, 2021
5 Retirement Mistakes to Avoid – Underestimating inflation
5 Retirement Mistakes to Avoid: Underestimating inflation. Not accounting for increasing costs in retirement, may lead to failure.
July 20, 2021
5 Retirement Mistakes to Avoid – Investment FOMO
The Fear of Missing Out (FOMO) does not only apply to teen social scenes. Retirees are susceptible too, but the stakes are higher...
July 13, 2021
Your 401k & Net Unrealized Appreciation
Net Unrealized Appreciation in your 401k. The little-known strategy that could potentially save you thousands in taxes. Stay tuned.
July 7, 2021
Second Quarter 2021 Investment Market Review
Take a look at our Second Quarter 2021 Investment Market Review. Download our free PDF.
June 29, 2021
Tax on Selling Your Home & More – Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss tax on selling home residence, taking social security, & More on Cut Through the Noise.
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6 Keys To Create An Impactful Legacy