This past weekend, I (Shea) was invited to a birthday party for a friend turning 60. The required dress code was a jumpsuit (I’m not kidding!). They projected Soul Train on the wall while we danced the night away doing “The Hustle.”
Entering a new decade matters to us personally, but what does it mean for our wallet? Ed Slott just released the article, “Retirement Savings Milestones: A Century of Planning.” Why is this important information? If you miss a milestone, there can be steep penalties or lost opportunities.
Tune in this Thursday to compare your age and your goals! We might wear our jumpsuits. But I guess you’ll never know
There’s still a lot of mystery surrounding the 2018 Tax Package. While the changes are long overdue, it’s going to take some time to get used to them. And since this is the time of year when the rubber meets the road, why not take a look at some of the positives? Kiplinger recently published the “10 Tax Breaks for the Middle Class.” In today’s show, we are going to comb through each one of them!
So tune in to see if there’s a tax break that might be helpful for you!
Is your tax plan up-to-date since the Tax Cuts and Jobs Act was signed into law? Do you have an estate plan in place that will properly distribute your assets once you’ve passed? Do you have any gaps in your insurance coverage or a plan for long-term care? Preparing for retirement can be overwhelming, and it can be easy to overlook some important aspects of your financial plan if you’re not working with a qualified financial professional. But how do you know which financial advisor will best serve your needs?
When choosing a financial professional, there are certain qualities to look for to help you narrow down your choices and to find someone who can help you create a financial plan that will take you through retirement.
If you’re looking, we can help! Tune in today to find out how to choose the right financial advisor(s). We will review Ed Slott's, "Top 10 questions You Should Ask!"
Today is my (Shea’s) favorite holiday! Why? Because who wouldn’t embrace a holiday about love in the dead of winter? The hearts, flowers, colors and sentimental outreach make me happy! Did you know that the total spending for Valentine’s Day is $18.2 BILLION, according to the National Retail Federation. That’s an average of $136.57 per person! Guess how many couples plan on getting engaged on this day? While the number varies, in 2013 it was around six million.
So whether you’re new to love or have been in love for a while, we have a show for you! Because as the old saying goes, first comes love, then comes … money?
When it comes to retirement … given a choice, would you rather retire because you can, or because you have to? The choice is obvious enough. But because freedom in retirement is directly proportional to the amount of money you’ve saved, you want enough money to have choices.
So what is that amount for you?
Tune in today, and we’ll help you find that magic number, as well as discuss the standard retirement strategies that can help you “get there.” You might even discover that you’ve saved too much. Yeah, that’s a thing!