If you are over the age of 70 1/2 and you give to charity, there may be a better way for you to get the taxed deduction that you deserve. In today's video we overview the Direct Charitable Contribution using the IRA which may result in a substantially higher income tax deduction then through the limitations of current tax law regarding itemized deductions: [embedyt] https://www.youtube.com/watch?v=iPG58OtF92I&feature=youtu.be[/embedyt] … [Read more...]

In my experience of working with clients, I find that it is easy to use the wrong criteria to measure progress and the effectiveness of your strategies. If the wrong point of reference is used, clients can give up on strategies that they've taken much time to vent out and implement. … [Read more...]

In a previous video, we overviewed the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video: … [Read more...]

In a previous video, we overview the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video: … [Read more...]

In a previous video, we overview the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video:   FOUR FINANCIAL TOOLS OVERVIEW VIDEO   In today's blog, I will talk more about the second purpose of retirement money, covering your income gaps. Quantifying how much is enough for this bucket depends on several factors:   What is the amount and length of your income gaps? Will you use … [Read more...]