Jan 15, 2019
Today’s show is dedicated to Veteran’s and Veteran’s spouses.
There are two types of Veteran’s benefits, and you want to make sure you are taking advantage of all the benefits that apply to you. Also, there have been some important changes to the Aid and Attendance benefit that could negatively impact you if you...
Jan 14, 2019
No matter who you are or how old you are, you can’t sneak away from good ol’ Uncle Sam.
The good news is that, with proper tax planning, you can make sure you don’t overpay or have surprise taxes hit you down the road. Some important changes have been made to the tax plan this year, and they’re likely to affect...
Jan 13, 2019
We’ve seen some terrifying estate planning mistakes over the years.
We know the top ten mistakes you should avoid so you – or your loved ones – won’t feel their devastating effects later due to probate court, procrastination, outdated wills, and more. And remember, estate planning isn’t just for when you’re...
Jan 6, 2019
Do you know about all the different types of trusts that are out there?
There are many others besides the basic revocable living trust, and they’ll ensure your money and assets are protected, too! It can be hard to keep track of all the varying trust and retirement account types. That’s why I’ve broken them down...
Jan 5, 2019
With proper planning, you can leave a legacy and create a lifetime of income.
That’s why it’s important to understand the basics of IRA planning and implement a strategy that’ll keep your money protected and growing. Financial strategies and laws are always evolving, so keeping your money in places that won’t be...