December 23, 2023
Should I work one more year? And does it matter? A framework to retire ASAP
Our expert framework delves into the 'work one more year' dilemma, providing insights and solutions for a secure retirement.
December 4, 2023
Navigating Challenges of Social Security Benefits
Discover the intricacies of Social Security benefits and how their purchasing power is evolving over time. Uncover the challenges retirees face, from…
November 25, 2023
Successful Retirement Planning with $3 Million
Explore the key elements of successful retirement planning with Anthony, from mastering your finances with the 'live, give, or grow' system to accounting for…
November 20, 2023
$2.5 Million Retirement Case Study
Delve into the intricacies of retirement planning with our comprehensive analysis of the Yahoo Finance 2.5 million case study. Uncover the impact of…
November 11, 2023
Overlooked Expenses in Retirement
Alex and Anthony discuss commonly overlooked expenses and discover the strategic financial planning necessary for a secure and fulfilling retirement.
November 4, 2023
High Dividend Investing Risks for Retirement Income
High Dividend Investing Risks can pose significant challenges for retirees seeking a reliable income source during their golden years. In this article, we…
October 30, 2023
The Ten-Year Rule for Inherited IRAs
Alex explains the tax implications and strategies for the Ten-Year Rule for Inherited IRAs.
October 21, 2023
Tax-Efficient Strategies for Retirees: 4 Effective Strategies
Alex and Anthony discuss four tax-saving techniques that can help retirees minimize their tax liability and retain more of their hard-earned money.
October 14, 2023
When to Take Social Security? Start at Age 62 or 70?
In today’s video, Anthony assesses the factors of taking Social Security that can hopefully put more money in your pocket through retirement.
October 7, 2023
The First Year of Retirement: 3 Things You Must Prepare For
In this video, Alex and Anthony go over 3 things that they commonly see in a retiree's first year of retirement.
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.
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6 Keys To Create An Impactful Legacy