Posted on November 4, 2019
Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a compreh …
Posted on November 4, 2019
Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks …
Posted on September 26, 2019
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!
Posted on September 18, 2019
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 …