Articles
Long Overdue Healthcare Relief for Seniors
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees. Continue Reading Long Overdue Healthcare Relief for Seniors
What Happens to Your Social Security if You Change Your Mind about Retirement?
Episode 197 – In the past year or so, the Great Resignation has evolved into the Great Reshuffling. But what happens to your Social Security if you retire and then decide to go back to work? Continue Reading What Happens to Your Social Security if You Change Your Mind about Retirement?
Planning for Single Parents
Episode 196 – Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents
Do You Need to Worry About Gift and Estate Taxes? A Look Back in History
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends! Continue Reading Do You Need to Worry About Gift and Estate Taxes? A Look Back in History
What Do You Really Know About Your 401(k)?
Episode 193 – How much do people really know about their 401(k)? The latest research is not encouraging. Continue Reading What Do You Really Know About Your 401(k)?
Inflation Reduction Act of 2022 – What Does This Mean for You?
Episode 192 – On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act of 2022 to expand affordable healthcare and combat climate change. It did not materially impact income and estate tax planning. Continue Reading Inflation Reduction Act of 2022 – What Does This Mean for You?
Making the Right Choices With Your Wealth
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work. Continue Reading Making the Right Choices With Your Wealth
Roth IRA Conversion: To Convert or Not to Convert
Episode 189 – While Roth IRAs are very attractive because of tax-free growth and tax-free qualified distributions, there are many considerations when deciding to convert a Traditional IRA to a Roth IRA. Continue Reading Roth IRA Conversion: To Convert or Not to Convert
Social Security Trustees Report 2022: Doomsday Deferred
Episode 183 – The Social Security Trustees issued their annual report in June. The news is mostly good, but not entirely. Continue Reading Social Security Trustees Report 2022: Doomsday Deferred
Bank on Yourself with Marty Smith
Episode 177 – What exactly is “bank on yourself” and how does it work? In this podcast, we learn all the details you need to know from Regional Vice President Marty Smith. Continue Reading Bank on Yourself with Marty Smith
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