Posts Tagged ‘Tax Planning’
Are You Flirting with Financial Disaster?
You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.
Read MoreWishful Thinking In Retirement Planning
Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking.
Read MoreUnderrated Or Overrated?
We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think.
Read MoreEpisode #27: It’s Time To Talk About RMDs
Required minimum distributions can easily slip through the cracks of your retirement plan. As tax day 2019 is approaching, understand the impact RMDs will have on your finances.
Read MoreEpisode#23: Prepping For Tax Season
It’s the time of year when people start thinking about taxes. We’ll ask a few questions and offer a few tips to prepare you for tax season.
Read MoreEpisode #22: Common Money Mistakes
There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.
Read MoreEpisode #17: Financial Blind Spots
When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.
Read MoreEpisode #16: Retirement Checklist
Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.
Read MoreEpisode #14: Grandma’s Financial Wisdom
There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom.
Read MoreEpisode #6: Investor Beware
As you search for a financial advisor, you need to beware of certain characteristics. Some traits could raise red flags toward an advisor.
Read MoreEpisode #5: Get Out Of Your Own Way
Are you doing more harm than good to your financial life? If so, listen up. It’s time to get out of your own way.
Read MoreEpisode #3: Mailbag – Weddings, Capturing Gains, Underperforming IRAs
We’ll take your questions on saving for weddings, capturing gains versus saving in taxes, and underperforming IRAs.
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