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.
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.
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.
Podcast: Are You Ready for the Coming Tax Changes? Read More »
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.
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.
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.
Taxes Are Going Up, Do You Have a Plan?
It\’s not how much you have, it\’s how much can you spend once you get to retirement. This article reviews ways to plan.
Putting 2020 Into Perspective
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.
Tools to Get Through This
With so much uncertainty in the world today, it’s more difficult than ever to make decisions that can help you progress toward your financial goals. In this episode, Roger explains how you can build a retirement income plan that will allow you to stop worrying about where your income will come from in retirement. He also shares some helpful tools you can use to assess your financial situation and organize your priorities.
How Reliable Will Your Income Be in Retirement?
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