Aug 24, 2019
Do you know what makes up a sound investment plan?
There are five pieces to any sound retirement plan – one of which I’ll dive into today. A retirement plan must consist of an investment strategy that takes your risk tolerance and risk capacity into consideration. With this risk score, a true fiduciary will create a...
Aug 24, 2019
Do you know the recent news about the Secure Act?
You should, because it has ramifications when planning your finances for the second half of life. The Secure Act is a bit of a Trojan horse, in my opinion, so it’s important to understand it clearly and receive tax and financial advice from reputable sources when...
Aug 24, 2019
What are the steps of a long-term care journey? Who can help?
Lynn Breuer of ElderCare Solutions in Michigan knows all about how an Elder Care Manager can help you or your loved ones. She understands that alongside the financial planning component of aging comes care planning as well.
In this episode of The Chris Berry...
Aug 24, 2019
Are you interested in growing the amount of income you get each month from Social Security?
Likely your answer is yes. To do this, you need to be as tax-efficient as possible in retirement. Income gaps can be covered with tax-deferred accounts and – with proper planning – you can structure your assets so you have a...
Aug 24, 2019
What are the six common retirement mistakes? Are you – or your loved ones – making them?
There’s a lot to consider when mapping out your retirement plan. Aside from having enough income so you’re supported, you want to maximize the money that you’ve earned, protect it, and even make it grow. By focusing on the...