Why Estate Planning Matters Imagine you’ve spent a lifetime building a home, saving money, and creating memories with loved ones. What happens to all of that when you’re no longer here? Who makes decisions if you’re unable to? These are tough questions, but answering them now can bring peace of mind and protect your loved […]
Estate Planning 101 Starting With The Basics Read More »
By Jason Canady Ok so imagine, you are in retirement and everything went right. You have worked hard you have 1 million dollars saved up to replace your paycheck when you stop working. Great right! Wrong!!!! You don’t have 1 million because your business partner( uncle Sam has a permanent lien on your account) You
4 Risks That Arise When No Tax Planning Is Done Read More »
The average person according to yahoo finance will pay over $500,000 in taxes over their lifetime. 🤯 If it was possible to pay zero taxes in retirement would you want to know? In this video we discuss how you can design your retirement income to be completely tax free https://youtu.be/tLCEB6Y7DmE Subscribe for FREE content Want
Is it possible to pay Zero tax in retirement? Read More »
What would happen to your retirement income if the market went down 📉 when you needed your money the most(in retirement)? How would that effect your income? More importantly what can you do right now to protect yourself against this risk? We jump right into this discussion in the video below? https://www.youtube.com/watch?v=wMDBRAWgNVY Subscribe for FREE
How To Protect Against Bad Market Returns Read More »
Most savers have some money in a 401K or a 403B. But is it possible to put too much money into your 401k🤔? What if it could cost you 40% of the money you saved or more? When would you want to know? In this video we discuss the answer to that question We also
Should I save all my money in my 401k or 403B? Read More »
