RMDs – or required minimum distributions – are back for 2021. Best-selling retirement author Patrick Kelly says many retirees are surprised to learn ...
How can you prepare for a market correction?
September is Life Insurance Awareness Month! Hear Kevin explain how you can use life insurance as a tax strategy! Then, it’s been well over a year no...
Planning for Taxes and Inflation in Retirement
Believe it or not, 94% of the people in a recent survey say it’s our civic duty – as Americans – to pay our fair share of taxes. So, I guess the bigg...
Navigating the Perfect Storm in Retirement!
Kiplinger warns that those of us approaching retirement are facing a “perfect storm”: Low interest rates and high inflation … the combination of whic...
How Your Personality Influences your Finances!
Kevin talks about article he found about "The Different Types of Personalities out there when if come to Financial Matters." Which type are you? Hear ...
President Biden Wants to DOUBLE Capital Gains!
We know that President Biden wants to nearly double the capital gains tax rate for anyone who makes a million dollars or more. Well now, as CNBC’s Ro...
Having a Tax Plan = Reducing Your Tax Liabilities
Market Watch had an interesting take on tax planning: They said you shouldn’t change your financial behavior just to avoid taxes. A good tax plannin...
Attention Baby Boomers: You Could Run out of Money!
A report by the Employee Benefit Research Institute (EBRI) found that roughly 10% of baby boomers in the highest income group will run short of money!...
Breaking News: Do You Know What Are You Paying For Your 401(k)?
President Biden is pushing yet another round of tax hikes … including one that would push the top capital gains rate to as high as 43%. How will this...
Lifetime Income = Never Running Out of Money !
Kevin's job is to help people not run out of money during retirement. But NerdWallet says there are some retirees who worry about money too much – al...