Tax Prep with a Financial Advisor: 5 Ways They Can Help
A Strong Financial Plan Includes a Strong Tax Strategy Knowing some strategies to help reduce your overall tax burden can lead to significant savings at tax time. While you may know the benefits of working with a Certified Public Accountant (CPA) to assist you, did you know that financial advisors can be helpful with tax […]
Ep 22: All About Fixed Index Annuities
If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you and how they offer stability and reliability.
Ep 21: Our In-House Tax Expert Shares Top Tips
Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year round. Today he’s sharing his top tax tips with you.
Ep 20: How to Prepare for Medicare
Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic.
Ep 19: Common Misconceptions About Long-Term Care
We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.
Ep 18: How an IRA Trust Trilogy Can Benefit Your Family
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
Ep 17: Is a Charitable Remainder Trust Right for You?
Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.
Ep 16: Have You Used This Charitable Planning Technique?
Today we’re talking about a donor advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
Ep 15: Estate Planning Expert Explains Wills vs. Trusts and More
What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.
Ep 13: ‘Paychecks and Playchecks’ Author Shares Top Retirement Tips
Economist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words.
