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Oct 30, 2020

All the attention lately has been on the markets – and understandably so.  But Business Insider says times like these can make us forget about the other parts of financial planning, like tax strategies and estate planning, to name just a few.  Should we keep our focus on stocks, or would this be a good time to take a...


Oct 23, 2020

What is an annuity and is it for me? Is a ROTH IRA for me?  Plus, a  survey that was done in early March, when the market first started dropping, found that nearly half of those polled said they would have to delay retirement if the market fell another 10% - which it did. Is it a given that this downturn is going to...


Oct 16, 2020

CNN says Joe Biden wants to change 401(k) plans to give low-income earners a bigger tax break.  That sounds good, but the change would be at the expense of couples who earn more than $80,000 a year – those people would lose a portion of their tax break.  Do we need to worry about potential changes to the retirement...


Oct 9, 2020

Do you think your taxes will go UP or DOWN when you retire? The national debt is in the TRILLIONS - and it will need to get paid back which means... taxes are MOST LIKELY to go up. Kevin discusses his strategies for tax planning to reduce or eliminate taxes! 

Hear how Kevin saved one couple $100,000 a year in taxes by...


Oct 2, 2020

Schroders surveyed “average” investors to find out what kind of returns they expect to earn over the next five years.  The answer … a sky-high 15% a year!  Is that possible?  Yes.  Is it likely?  No!  Kevin explains how he helps clients manage their expectations about what to expect from the markets! 

Call Kevin...