In this week’s mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today’s show! […]
We will be answering mailbag questions that came in on today’s show. We will be discussing if it’s wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement. […]
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. […]
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. […]
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. […]
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. […]
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. […]
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]
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. […]