The new COVID relief bill has slashed Obamacare health-insurance premiums — that’s good news for early retirees

Revisiting the Benefits of Tax Deferred Savings | TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects Discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but is limited to the dissemination of […]

Revisiting the Benefits of Tax Deferred Savings | TRANSCRIPT Read More »

Annuities: The Good, the Bad, and the Ugly.

Annuities the good, the bad, and the ugly. | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Annuities the good, the bad, and the ugly. | TRANSCRIPT Read More »

Is your family prepared to manage the funds the may inherit from you?

Is your family prepared to manage the funds they may inherit from you? | TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the

Is your family prepared to manage the funds they may inherit from you? | TRANSCRIPT Read More »

Can you be a millionaire if you are in debt?

Can you be a millionaire if you are in debt? | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Can you be a millionaire if you are in debt? | TRANSCRIPT Read More »

Financial Planning Podcast

Here we go again…what documents do I need for filing my 2023 tax return | TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited

Here we go again…what documents do I need for filing my 2023 tax return | TRANSCRIPT Read More »

Will These 2024 Social Security Changes Impact You?

Will these 2024 Social Security changes impact you? TRANSCRIPT

Speaker 1 (00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but is limited

Will these 2024 Social Security changes impact you? TRANSCRIPT Read More »

What to know about (and how to plan for) the impending expiration of the Tax Cuts and Jobs Act (TCJA). TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the

What to know about (and how to plan for) the impending expiration of the Tax Cuts and Jobs Act (TCJA). TRANSCRIPT Read More »

Revisiting the benefits of tax-deferred savings. TRANSCRIPT

(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the

Revisiting the benefits of tax-deferred savings. TRANSCRIPT Read More »

Bitcoin ETFs: Opportunity or Risky Business?

Recent developments in the world of cryptocurrency have brought Bitcoin exchange-traded funds (ETFs) into the spotlight. While these ETFs might seem like an exciting new way to invest in Bitcoin, there are important aspects to consider: Contradiction with Bitcoin’s Original Purpose: Bitcoin was created as a decentralized digital currency for online transactions. However, its adoption

Bitcoin ETFs: Opportunity or Risky Business? Read More »

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