facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Focused insight on timely, relevant topics. Start planning your retirement.

Subscribe now & never miss a webinar

Thank you for submitting your info, we have recieved your email and will be in touch shortly.


WEBINAR REPLAY: Tax Planning Through Four Stages of Retirement, June 2023

We conducted a complimentary virtual workshop on Tax Planning Through Four Stages of Retirement. During this webinar, we learned about: - The critical tax questions you must answer BEFORE retirement - The surprises that often make retirement more expensive - What the Social Security “tax trap” is and how you can avoid it - Why tapping assets in the wrong order can trigger higher Medicare premiums - Why you need to manage taxes even before you retire - The four stages of retirement and important tax actions in each stage, including tricky IRA challenges - Mistakes to avoid when it comes to your investment portfolio, health care, and estate

Read More

WEBINAR REPLAY: 2023 Q2 Market Update, April 2023

Don't miss the 2023 Q2 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar will delve into the following topics: • Federal Reserve's interest rate hike timeline • Updates on the banking crisis • Economic growth trends • Corporate earnings analysis • Inflation forecasts

Read More

WEBINAR REPLAY: Retirement Spending: What You Need To Know Before You Retire, March 2023

Don't miss out on your chance to RSVP for our next webinar designed to help you prepare for your spending needs in retirement, BEFORE you retire. In this educational webinar, you will: • Learn what retirees are spending and how to evaluate your spending needs. • Determine if your spending needs are reasonable with respect to your resources. • Identify if you will have margin built in for entertainment, emergencies, and unexpected expenses.

Read More

WEBINAR REPLAY: Timing is Everything, March 2023

Retirement is a life changing event that can be really exciting...and maybe even a little scary. Are you prepared for the next phase of your life? In this educational webinar, you will learn: - How to maximize Social Security benefits - How to minimize taxes in retirement, especially if you have other retirement assets such as a 401K or pension - How to avoid running out of money when you need it the most - What Medicare will really cost you - How to dial in your spending plan before retirement - How to avoid common pitfalls that many retirees face

Read More

WEBINAR REPLAY: Secure Act 2.0, January 2023

This new legislation aims to strengthen the retirement system and improve Americans' financial readiness for retirement. Please view our webinar replay where we discussed: - The age to start taking required minimum distributions (RMDs) will increase to 73 in 2023 and to 75 in 2033. - The penalty for failing to take an RMD will decrease to 25% of the RMD amount for IRAs, and to 10% if corrected in a timely manner. - RMDs will no longer be required from Roth accounts in employer retirement plans starting in 2024.

Read More