Ep 17: Getting Couples on the Same Financial Page
Are you and your spouse on the same page when it comes to finances and retire-ment planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important.
Ep 16: Pros and Cons of the 4 Worlds of Money
Do you know the four worlds of money and how they affect you? We break down the pros and cons of each.
Things to Remember During Uncertain Times
While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio. And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.
Health Care Documents Everyone Needs
Are you concerned about COVID-19, the flu, or something more catastrophic? If so, there are three health care documents everyone needs. They are a living will, a health care proxy, and a HIPPA authorization.
If I make it, can I keep it?
Outside of withdrawals, the real question is: If I make it, can I keep it? Well, one of the investments we use allows you to make it AND keep it. They are fixed indexed annuities.
Tax Planning With Addison Maille
Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.
Paying Taxes From Another Source
Be careful before diving headfirst into a Roth conversion. Evaluate your income for the year and determine how much wiggle room you have before potentially pushing into the next tax bracket. Remember that Roth conversions can impact financial aid, IRMAA surcharges and other items based on income.
3 Reasons to Roll Over Retirement Funds
With job loss can come questions of what to do with retirement savings such as your 401(k) plan. A rollover to an IRA may be good move for you. Here are three reasons why:
CARES Act Expands HSAs
The recently passed CARES Act expands HSAs and what they cover. These changes allow access to more medical services without worrying about your deductible. They also allow you to take more tax-free distributions from your HSA. Here’s what you need to know.
4 CARES Act Misconceptions
The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act) was signed into law on March 27. It includes several important retirement-related provisions. Because some of these provisions are confusing, several CARES Act misconceptions have arisen.
