Are you wondering if it’s “safe” to retire? What kind of factors should you consider beforehand? In looking at your lifestyle and preparing you for some of the unknowns, J’Neanne gives some pointers on how to know when you’re ready to retire. She then talks tax reform as we put Tax Day 2019 behind us.
Everyone has a junk drawer somewhere full of odds and ends that might get so cluttered you forget what you have. We’ll talk about the six financial things you probably have sitting in a drawer somewhere as well and what you need to do to dust them off and make sure they are put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world.
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
Fuzzy financial math preys upon investors (and quite frankly, advisors) when it comes to retirement planning. Find out whether you're a victim.
A successful retirement takes well-developed goals, determination, and a trusted advisor. Do you have what it takes? Learn what generates success.
Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control.
ATTENTION!! CRITICAL SOCIAL SECURITY CHANGES BEING CONSIDERED! We've talked a lot about 'Claiming Strategies' with regard to the best ways to maximize your social security benefits. I'm not political in our weekly 'visits', but you might want to consider letting your representatives and senators know you're not happy with what's about to transpire. Please read the entire article included in the link below - it won't take very long. "“The two main filing strategies will go away if this budget becomes law,” said Mary Beth Franklin, [...]
Maryland Office:
9175 Guilford Rd., Suite 204A | Columbia MD 21046
Get Directions
Ohio Office:
2247 Woodruff Dr. | Sunbury, OH 43074
Get Directions
(443) 718-6310 | info@TheUSWealthAdvisors.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The US Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Copyright 2012 – 2021 Theus Wealth Advisors