Entries by Roger Gainer

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Podcast: Social Security Mistakes to Avoid

In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.

September 20, 2021 by
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Understanding the Important Role Social Security Plays in Your Retirement Security

Many people I speak with tell me they intend to file for their Social Security benefits as soon as they can when they turn 62. Right or wrong?

September 3, 2021 by
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Is Social Security Going Broke?

I have had several folks ask me that question recently. This morning I got a worried email from a client who saw an article that said the Social Security Trust Fund will be “insolvent” in 2034.

August 30, 2021 by
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Podcast: How to Refinance the Right Way

Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.

August 20, 2021 by
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What Makes Mortgage Debt Different?

Using debt to finance your lifestyle like vacations, dining out and buying clothes can create a drag on your wealth that might prevent you from ever being able to have a secure and comfortable retirement.

July 24, 2021 by
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What Are My Best Mortgage Options?

How you pay off your mortgage can make hundreds of thousands of dollars difference over your lifetime. Here’s how and why.

May 26, 2021 by
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Podcast: Are You Ready for the Coming Tax Changes?

Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.

April 8, 2021 by
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Here Are Some of The Coming Tax Changes

Here are some specific tax changes being evaluated and current opportunities that you might want to take advantage right now.

April 6, 2021 by
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Do You Have a Tax Plan?

Most folks look to diversify their investments to achieve growth and capital preservation. You should also consider how important tax diversification is to having lonag term financial security.

February 24, 2021 by
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Podcast: Anticipating Tax Changes in 2021

No one could have predicted 2020 would end with a global pandemic, and what’s to come for the rest of 2021 is anyone’s guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can’t. We’ll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.

February 7, 2021 by