Mailbag: Is A Tax-Free Retirement Too Good To Be True?
We open up the mailbag on today’s show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more. […]
Tag: taxes
Are You Flirting With Financial Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. […]
Tax Tips for 2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. […]
Things Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]
Episode #2: Mailbag: Ex-Husband’s Social Security, Tax Changes, Long Term Care, And Living On A Forced Budget
The mailbag edition of the show gives us the chance to answer questions from folks like you around the Rockford area. We’ll field questions about drawing social security from an ex-spouse, adjusting to the recent changes in the tax code, and whether it’s possible to get long term care coverage without long term care insurance. Plus, Carrie has a question about an advisor who is “forcing” her to live on a budget. Do advisors often have rules and limitations they push their clients into? We’ll ask Barbara if that’s norm. […]