Overlooked Expenses in Retirement

Alex and Anthony discuss commonly overlooked expenses and discover the strategic financial planning necessary for a secure and fulfilling retirement.


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…


The Ten-Year Rule for Inherited IRAs

Alex explains the tax implications and strategies for the Ten-Year Rule for Inherited IRAs.


tax-efficient strategies for retirees

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.


when to take social security

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.


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.


Third Quarter 2023 Investment Market Review

Take a look at our third quarter 2023 Investment Market Review. Download our free PDF.


wealth transfer strategies

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.


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


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.


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.


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.


How Much Do I Need to Retire?

Get your free retirement readiness report to find out!

GET MY FREE REPORT

Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy