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New Retirement Radio with Dennis Prout Podcast

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
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Now displaying: April, 2018
Apr 30, 2018

Maybe you’ve already heard? You have two extra days to file your taxes this year. On another high note, you don’t have to understand the new tax law for this year’s return. What will one do with all of this extra time? Have no fear, Kiplinger is HERE, and they have written a great article, “Last-Minute Tax Tips for Procrastinators.” Sound like you? If so, tune in!

There’s a lot of T’s to cross and I’s to dot. It just so happens that this is our specialty, and we’re here to help during tax season.

Apr 25, 2018

You’ve heard it said that the only reason to have a trust is if you don’t trust. To some extent, that can be true. However, as estate laws change and modern families are forced to get with the times, there are other reasons too. Not only will we discuss those reasons, we will test you. There are 15 questions that a trustee of an IRA trust MUST know the answers to. So whether you are the grantor of the trust, or the trustee, answering these questions will get you ahead in your planning.  

Apr 13, 2018

No one says it better than Ed Slott: “An inherited IRA may be a client’s single most valuable financial asset … but simple mistakes can be very costly or even fatal!” His follow-up advice to those inheriting an IRA is to “Touch nothing!” You might wonder what all the fuss is about, right? There are 10 costly mistakes that occur when inheriting an IRA. We will go through them with you one-by-one to help you avoid adding insult to injury.

And finally, what is happening with the stock market? Why should it matter to you and your portfolio? As always, we have a lot to talk about.

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