Enlightened Financial Planning

I am really looking forward to this!

Join us for our first monthly Senior Seminar on Saturday, August 22nd at 10 AM. RSVP today at: https://www.eventbrite.com/e/paying-for-care-understanding-medicare-and-tax-smart-ira-strategies-tickets-1992017784818

https://www.morningstar.com/articles/1140581/how-to-balance-social-securitys-books?utm_medium=referral&utm_campaign=linkshare&utm_source=link

How to Balance Social Security’s Books There may not yet be a will, but there are ways.

How Tax Planning Changes Through Four Stages of Retirement

Do you know how tax planning changes through different stages of retirement?

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Sign up now for my complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, on Thursday November 10th at 11, to learn how to create a retirement tax strategy.

You will learn:
• The critical tax questions to answer before retirement
• The surprises that often make retirement more expensive
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to investments, health care, and estate planning
• And much more

Taxes In Retirement 567 Taxes In Retirement 567

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

Monthly Market Insights | November 2022 The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.