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retirement blunders

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September 23, 2019: Wealth Matters: “Preparing for the 2020 Medicare Annual Election Period”

** AUDIO MALFUNCTION — SKIP TO 6:26 ** Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has specialized in Medicare-related insurance products for over 14 years and is a member of the prestigious Forbes Finance Council. Danielle tells us what to look out for going into the 2020 Medicare Annual Election Period to help you better prepare.

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retirement blunders

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August 19, 2019: Wealth Matters: “Peter Cedeno – Matrimonial Attorney in NY & NJ”

On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must be handled in a certain way.

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retirement blunders

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August 12, 2019: Wealth Matters: “Last Stage of Retirement”

Today, Debbie gets into retirement and IRA planning. When you’re 70 1/2 you will need to know about: RMD’s QCD’s Step Up in Basis Gifting SECURE Act And much more!

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retirement blunders

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September 16, 2019: Wealth Matters: “5 Tips on Building Wealth with IRAs”

Today we get into all things IRA: What is an IRA? What are the types? How does it affect people in different tax brackets? What are RMDs? Are there additional taxes I need to worry about? What is so good about the Stretch IRA? And much more!

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Debra Taylor Speaks About How She Changes the Lives of Her Clients

Debra Taylor speaks about how she makes a difference in the lives of her clients in this short video below.   Have a question about financial planning in Ramsey, New Jersey? Click here to schedule your complimentary 20-minute phone call now!

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Debra Taylor Speaks About Her Personal and Professional Journey To Financial Planning

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about her personal and professional journey to the business of Financial Planning and Wealth Management.    

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retirement blunders

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August 5, 2019: Wealth Matters: “4 Stages of Retirement “

Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary depending on the type of retirement account you have. Retirement Plans: – Traditional IRA and Roth IRA – 401(K) and Roth 401(K) – Combination?

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retirement blunders

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July 29, 2019: Wealth Matters: “The TCJA and SECURE Act”

For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.

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retirement blunders

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July 22, 2019: Wealth Matters: “8 Things About Estate Planning”

Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider: Beneficiary Designation The Will What is part of an estate plan? Taxes?

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retirement blunders

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July 8, 2019: Wealth Matters: “Money, Millennials and What They Should Do with It”

A goal we have as young, oblivious kids is to become a millionaire, and only a little over 10 million people in the country are. Luckily, accumulating $1 million dollars over the course of your lifetime may not be as hard as you think.

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