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During this virtual workshop Matt discussed the critical tax questions you must answer BEFORE retirement, surprises that often make retirement more expensive, what the Social Security “tax trap” is and how you can avoid it and more!
Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – how you feel and what you want.
During this webinar we covered the following: What to expect for the remainder of 2021, the potential risks that could impact the markets, impact of the stimulus, and if inflation is on the horizon.
During this event, we covered: What retirees are spending and how to evaluate your spending needs, how to determine if your spending needs are reasonable with respect to your resources, and how to identify if you will have margin built in for entertainment, emergencies, and unexpected expenses.
In this webinar covered a macroeconomic update of the markets, plus the key things we were watching for and our outlook for the remainder of 2021.
The SECURE Act changes the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. During this webinar we discussed, The Secure Act, new retirement rules for individuals and companies, and how to plan for these changes.