When to Collect Social Security
In this video, Graham Ewing discusses when it could be the best time for you to collect social security.
10 Things to Do Before You Retire
Preparing for retirement may seem daunting and overwhelming. You may not know where to start or what information to even consider. This article will discuss 10 things to do before retiring that will hopefully provide some guidance to start on…
Simple Things to Prepare for Social Security and Medicare
More and more I have clients reaching out to sign up for Medicare and/or Social Security. Sometimes it is important that they sign up and sometimes it is not. Let’s explore when you should and when you should not. At…
Invisible Losses You Can See…and Avoid
In this video, Drew Tignanelli and Alec Sunners discuss invisible losses and how they can impact your financial well-being.
The Invisible Losses
The stock market goes down by 10%, your $500,000 account drops $50,000, and panic sets in. It drops another 5%, and you decide to act and sell. Your worry is relieved as you see the market go down another 5%,…
Ways to Reduce Your 2023 Taxes in 2024
There are several strategies you can consider that can minimize your tax liability for the year 2023 when filing your return in 2024. This article will discuss those various strategies that could benefit you this tax season. Contributing to Traditional…
Last Minute Tax Saving Tips
In this video, Drew Tignanelli and Leo Lavezza discuss some last minute ways to save on taxes this year