Dec 20, 2020
Planning your retirement can be done easily but we may overlook the risks behind it. When creating your own retirement and legacy blueprint, it is important to take into account strategies to protect you from risks.
In today's episode, we dive deep into the three biggest risks in retirement with the options to protect...
Dec 7, 2020
The year-end is fast approaching. We did know it will be a crazy year because of the elections but we did not anticipate the year will go this way with the pandemic.
In today’s episode, we will discuss the three big risks that we need to manage for retirement. It is important to have a plan after what has happened...
Nov 30, 2020
Medicare can be confusing, there are a lot of details and information to understand. As part of the 5 key areas that make up the retirement and legacy blueprint, it is important that you are guided correctly in making sure that this is covered.
Information about Medicare is all over the net and is hard to know which one...
Sep 21, 2020
There is an old paradigm of retirement where you defer tax payment as long as possible until you find out that you pay more in taxes with this approach. This may be resonating with you right now if you are in the higher tax bracket. A proper tax planning report can help to show you the macro view of minimizing taxes in...
Aug 23, 2020
If you are going through a process with any of the 4D’s - Divorce, Disability, and Death, assets come into play. There is really no guarantee on any type of asset protection. When it ends up in court, you never know what is going to happen. Understand that there is no assurance, but you can build in layers of...