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Retirement Readiness Guide

Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. In this guide […]

22
APR
2022
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SEASON 8, EPISODE 3

Strategic Tax Planning: Maximize Your Return

What comes to mind when you think of your taxes? Do you feel pain in your stomach? Financial professionals Joe Anderson and Alan Clopine want to empower you to maximize your return by using strategic tax planning. They take a look at the changes in tax law and give you some tools and strategies to […]

13
MAR
2022
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2022 Tax Planning Guide

The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines 2022 Tax Brackets Strategic Tax Planning Preparing for […]

10
MAR
2022
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SEASON 7, EPISODE 15

Retirement Blind Spots: Avoid Sabotaging Your Financial Plan

On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the […]

16
JAN
2022
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The American Rescue Plan

In March 2021, the American Rescue Plan Act became law, providing additional relief for those impacted by COVID-19. The bill gave aid to the economy, public health, state and local governments, individuals, and businesses. In this guide, you’ll learn about… Recovery Rebates Enhancements to the Child Tax Credit Enhancements to the Child and Dependent Care […]

20
APR
2021
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SEASON 7, EPISODE 3

Avoiding Costly Tax Filing Mistakes

Stimulus checks, CRD’s, and changes in RMD’s – if there is ever a year that you could make mistakes on your taxes, this is it. Last tax year, 747 billion dollars worth of tax deductions were claimed, but many more were missed. Financial professionals Joe Anderson and Alan Clopine want to help you avoid costly […]

07
MAR
2021
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Tax Checklist

Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end. This checklist includes: […]

04
MAR
2021
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SEASON 6, EPISODE 15

Tackle Your Taxes

Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts […]

20
DEC
2020
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  • Financial Planning
  • Retirement Planning
  • Tax Planning

Decision 2020: Part 4: Are Your Taxes Heading Higher?

Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]

22
OCT
2020
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SEASON 6, EPISODE 10

Don’t Let the Taxman Ruin Your Retirement

Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]

11
OCT
2020
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  • Financial Planning
  • Investing
  • Retirement Planning

Decision 2020: Part 2: Will the Next Congress be Red or Blue?

Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]

05
OCT
2020
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  • Financial Planning
  • Investing

Decision 2020: Part 1: Who Will Win the Race for the White House?

Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any of this special series, in which we’ll […]

24
SEP
2020
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Ask The Experts: Take the Sting Out of Taxes For High Income Earners

Tired of writing a big check to Uncle Sam? You can help take the sting out of your tax bill by using financial planning tools and strategies. Financial professionals Joe Anderson and Alan Clopine discuss how tax-loss harvesting can help create tax savings. They caution against counting on antiques or rare coins to fund your […]

26
DEC
2019
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5 Unique Social Security Questions Answered

Social Security strategies if you are married to a younger spouse and have a minor child, affected by the windfall elimination provision, considering divorce for a better benefit, or unsure of the restricted application. And should you spend 401(k) money before taking Social Security? Next, tax strategies for real estate: should you gift property now […]

22
OCT
2019
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Ask The Experts: Successful Retirement Lifestyle Planning

From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan Clopine answer questions about the impact of the new tax […]

18
SEP
2019
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