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You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner?
A New Proposal Might Cap Your Social Security Payments
A new proposal out of Washington is adding a fresh angle to the Social Security solvency debate. Today, we're breaking down what's proposed, if it might cost you money in the future, and what questions it raises for anyone planning around Social Security right now.
Mailbag: Extra Cash, Early Retirement Health Insurance & Retirement Taxes
This week on Strategic Planning, the team answers listener questions about smart financial decisions as retirement approaches. They discuss what to do with extra cash flow after paying off your mortgage, options for covering health insurance if you retire before Medicare eligibility, and how taxes work when withdrawing money from retirement accounts. Tune in for practical insights to help you think through these common retirement planning challenges.
Tax Mistakes New Retirees Make
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world.
Inherited a House — Are the Taxes Really That Bad?
When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.
Reacting To Controversial Financial Takes
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.
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