Sep 29, 2020
Join me as I talk with Matt Russon from Russon Brothers
Mortuary to discuss the somewhat uncomfortable topic of death and
funeral planning. We discuss some of the big surprises that family
members run into while planning the funeral of a loved one. Tune in
to learn about some planning options for services that can
save...
Sep 15, 2020
You can hide from taxes now or reduce taxes later. If you have retirement assets, you can't do both. Jay & Barbara are faced with this exact situation. In this Real Retiree episode, I review their options for preparing for a future tax hit. I explain how it is somewhat paralyzing as neither option feels great. I share...
Sep 8, 2020
Listen to this bonus episode all about simplifying college
savings. There are some major decisions you must make as a
grandparent or parent helping with college savings accounts. I will
discuss three different account types being: 529 accounts,
custodial accounts, and a normal brokerage account. Tune in to
learn...
Sep 1, 2020
"Tax on a tax" sounds fair right? How much taxes will you owe on your Social Security income in retirement? How much taxes do you pay now to qualify for Social Security? How is your benefit calculated? All these questions are answered in this Retiree Question episode. Our clients are constantly asking, so here is...