Oct 31, 2019
Taxes hugely influence how much of your money you get to keep. Without a proper strategy in place, are you making any of these major tax mistakes?
Show Notes: https://financialplanningva.com/serious-tax-mistakes-to-avoid-in-retirement/
Today's Rundown:
0:15 - How can you make the most of your life savings and keep...
Oct 24, 2019
Have you ever come across a $20 bill you had forgotten you’d tucked into a pants pocket or drawer? Sometimes retirement accounts and life insurance policies can also get lost or forgotten if you aren’t careful to keep track of where everything goes. How do you locate what you’ve lost?
On this episode:
1:20 -...
Oct 17, 2019
For years you may have invested in life insurance, but is it still the right thing for you? Depending on your situation: maybe yes, maybe no. If not, where else should you focus your investments and plans?
On this episode:
0:16 - Do you still need life insurance?
1:23 - Ask, where will your retirement income come...
Oct 10, 2019
Sometimes you see a house project that was DIY, and it’s beautiful. But what about all of the failed projects? Maybe you see them, maybe you don’t. Is DIY worth it when it comes to your finances?
Today's rundown:
0:17- Home Improvement was a popular show in the 90s. Have you been inspired to do home repair on...
Oct 3, 2019
If you’ve been in the market at all for long-term care insurance, you’ve seen how significant the premium increases have been in recent years. You might have even asked yourself is it worth the cost. Let’s try to answer that question and discuss the different options that are available in retirement.
Today's...