October 5, 2023
Third Quarter 2023 Investment Market Review
Take a look at our third quarter 2023 Investment Market Review. Download our free PDF.
September 30, 2023
How To Gift $100k To Your Family Tax Free (wealth transfer strategies)
Alex explains some strategic wealth transfer strategies including: how Intrafamily Loans and the Annual Gift Tax Exclusion work.
September 23, 2023
3 Must-Know Updates: Prepare for Tax Cuts & Jobs Act Expiration
Alex and Anthony discuss the 3 must know updates to Trump's Tax Cuts & Jobs Act Expiration
September 16, 2023
The 7 Money Mistakes That Will Ruin Your Marriage in Retirement
In this video, Anthony shares 7 money mistakes to avoid in marriage and retirement planning tips he has learned over the years.
September 9, 2023
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs. 3 options for what to do with your RMD's.
August 31, 2023
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid. Timing of taking social security, spouse considerations.
August 24, 2023
5 Actions You Need To Take 5 Years Before Retirement
5 Actions You Need To Take 5 Years Before Retirement. Consumer debt, tax planning, medicare premiums, income gap, and investment alignment.
August 17, 2023
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider 1. Income needs? 2. Years of part-time work 3. Living expenses
August 10, 2023
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo. RV, vacation home, open checkbook, larger home, and expensive car
August 3, 2023
Early Retirement: 4 Common Mistakes
Early Retirement: 4 Common Mistakes: Healthcare gap, income gap, inflation, and losing purpose in retirement.
July 27, 2023
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!)
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!). RMD and IRMAA bracket considerations and more.
July 20, 2023
Gold Rush: Why Investing in Gold is Misunderstood
Gold Rush: Why Investing in Gold is Misunderstood
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