Income Planning Strategies
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David Morgan on Planning for the Future Podcast
…you are financially healthy. For the original interview visit Planning for the Future Podcast. https://retirementestateplan.com/wp-content/uploads/2020/04/planning_for_the_future_with_david_morgan.mp3 For a FREE copy of David’s book, “Tax-Free Money for Long-Term Care”: Click here →…
Read moreWhy You Need REAP
…accomplish. That way, we can customize a comprehensive plan based on each client’s unique hopes, needs and values. Our comprehensive plans include 4 key areas: First: Investment & Wealth Planning…
Economic Update – August 14th, 2017
…– reuters.com/article/us-usa-economy-inflation-idUSKBN1AR19S [8/11/17] 2 – briefing.com/investor/calendars/economic/2017/08/07-11 [8/11/17] 3 – insight.factset.com/sp-500-companies-with-more-global-exposure-reported-higher-earnings-growth-in-q2 [8/11/17] 4 – marketwatch.com/story/gold-marks-highest-finish-since-early-june-up-more-than-2-for-the-week-2017-08-11 [8/11/17] 5 – markets.wsj.com/us [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=DJIA&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=COMP&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=SPX&closeDate=8%2F11%2F16&x=0&y=0…
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits From: www.kiplinger.com Claiming Social Security benefits at the right time means more money in…
The Benefits of Working with a Registered Investment Advisor
…and objectives. Independent RIAs can advise on complex financial needs. Many independent RIAs specialize in meeting the complex financial needs that often come with significant wealth. Some are experts in…
The 20 Industries That Will Never Be the Same After the Coronavirus
The 20 Industries That Will Never Be the Same After the Coronavirus From: www.gobankingrates.com There are occasions when a crisis sparks a wholesale change in the way that America does…
Retirees Moving to These States Can Get Some Great Tax Breaks
Retirees Moving to These States Can Get Some Great Tax Breaks From: www.cheatsheet.com Where you live when you retire matters — and not just because you want to be close…
Should I Refinance My Mortgage? 2020
Should I Refinance My Mortgage? From: www.daveramsey.com “Lock in a lower rate!” “Refinance now and save!” Everywhere you turn right now, there’s a new wave of hype about mortgage refinancing….
Don’t Let the Inflation Monster Eat Your Small Business
…a simple sentence or two that allows your customers to know what is unique about your company and how you can help them. A common way to develop this strategy…
