I met Brian and Joan at the end of the day. Both have 401k plans provided by their employers, and both will be retired by the end of 2018. They’ve saved aggressively for retirement, and[...]Read More about 401k Rollovers: And Should You Take Advantage of a Roth IRA in 2018
One of the great fears of retirement is the thought of running out of money. You have worked hard and saved responsibly to reach this point in your life. And while discipline has brought you[...]Read More about 7 Grocery Shopping Habits of Successful Retirees
Hope you enjoy the podcast. It’s all about life insurance. The full transcript is below… Well, hey there everybody. It’s Ryan Cravitz here, and it is September, September 13th to be exact over here, September[...]Read More about Is Life Insurance A Good Idea?
Are you more about style and looking good, or more about winning and being successful? When it comes to investing, the answer to this question can be vital and can really make a difference in[...]Read More about It’s Not How You Look; Just That You Win
President Trump would like to simplify our current individual tax system, remove some taxes, and cut corporate taxes. Specifically, Trump’s plan wants to: • Simplify the current individual tax system by reducing the number of[...]Read More about Trump’s Tax Plan
There are a number of things that can spell disaster for someone inheriting an IRA including: • Having inaccurate or wrong documents • Thinking that just because your will and trust are up to date[...]Read More about IRA Inheritance Disaster To Avoid
Every year around tax season I find many people get upset and some even get depressed with the amount of taxes that they have to pay. And every year I talk to people that tell[...]Read More about Time For You To Do Something About It
Yesterday, I had the opportunity to meet with a couple. (I don’t want to use their real names, so I will call them “Bill” and “Sarah”.) Bill was 63, while Sarah was 62, and they[...]Read More about Don’t Forget About The Cash Value in a Life Insurance Policy
A Few Options for You & Your Non-Working Spouse When Making Retirement Contributions Has tax season put money on your mind? Well, you are definitely not alone. Many couples begin to think about ways they[...]Read More about March 2017 – Question and Answer Show
Boy have the markets been on one heck of a run! Information provided by Yahoo finance showed that annualized gains from the S&P 500 was over 10% within the last 8 years. And not only[...]Read More about Are You Getting A False Sense Of Security?