Creating a Retirement Road Map
Buckle up, you’re about to embark on the road to retirement. But before you start, you need a road map; it’s all in the preparation when it comes to having a successful… Read more The post Creating a...
View ArticleHow Single Women Can Thrive in Retirement
Four tips for single women who are nearing retirement: get educated, save early and often, push out your retirement and max out your Social Security benefits. This episode is for single women… Read...
View ArticleThe Ten-Question Social Security Quiz: How Will You Fare?
Recently, Mass Mutual Life Insurance distributed a 10-question true/false quiz on Social Security to 1,500 adults. Only 28% received a passing grade, and only ONE person got all ten questions right....
View ArticleKeys to Investing in Retirement
There’s over $24 trillion of retirement assets sitting in retirement accounts, waiting to get tapped to create income (Source: Investment Company Institute). These accounts, however, are taxed at...
View Article2016 Presidential Candidates’ Tax Proposals
How will the 2016 presidential election affect how much you pay in taxes? Joe and Al kick off the third season of “Your Money, Your Wealth” by discussing what the top four… Read more The post 2016...
View ArticleSocial Security 101 + 2 Major Changes in 2016
In this timely episode, Joe and Al bring to attention the deadline to apply for two Social Security strategies (file & suspend and restricted application) that are being eliminated by Congress...
View ArticleHow to Protect Your Nest Egg in Retirement
We’ve all heard the saying “save it for a rainy day.” Your rainy day has come, and it’s called retirement. Joe and Big Al take you through some key saving strategies to… Read more The post How to...
View Article6 Retirement Mistakes to Avoid
In this episode of “Your Money, Your Wealth,” your hosts discuss common retirement mistakes to avoid. “Big Al” sits down with Babak Gahvari, CFP® and Director of Institutional Advisory at Pure...
View ArticleRoth IRA Basics
Joe Anderson, CFP® and “Big Al” Clopine, CPA discuss what you need to know about Roth IRAs in this episode of “Your Money, Your Wealth℠.” Find out the tax benefits of investing… Read more The post Roth...
View ArticleBuilding Your Retirement Blueprint
Do you have a blueprint for everything you need to build the retirement of your dreams? It’s important to consider all of the tools you’ll need to execute a successful retirement plan.… Read more The...
View ArticleThe Golden Rules of Investing for Retirement
Whether retirement is just around the corner or years away, there are steps you can take now to help you achieve the golden years you imagined for yourself. This episode of “Your… Read more The post...
View ArticleHow to Control Your Taxes in Retirement
Taxes will be one of your biggest enemies in retirement. Are you ready to face them head on? This episode focuses on how to potentially reduce your tax liability by implementing smart… Read more The...
View ArticleAre You Making These Mistakes with Your IRA?
Individual retirement accounts (IRAs) can get complicated. How are they taxed? What are the fees? What are the contribution limits and withdrawal rules? What happens to your IRA once you pass? Joe…...
View ArticleHow to Test Drive Your Retirement
Planning for retirement is a lot like purchasing a new car. You want to lay out your options, do diligent research and feel fully prepared before making that big decision. Joe and… Read more The post...
View ArticleHow to Make College Affordable
College is pricey, and for some retirees it comes down to a sensitive question of “Which is more important – funding my child/grandchild’s college education or my retirement?” According to...
View ArticleRetirement Risks to Evaluate
You’ve worked extremely hard to retire successfully and enjoy your golden years, but have you evaluated potential roadblocks that could disturb your nest egg? Risks like long-term care, taxes and bad...
View ArticleEstate Planning 101
No one likes to think about death, but it’s important to plan for it in order to protect your wealth for the ones you love. This episode breaks down wills, trusts, naming… Read more The post Estate...
View ArticleTax-Smart Charitable Giving
Your charitable acts are not only rewarded with that ‘do-good’ feeling, but could also reward you with a significant tax benefit. Find out the rules and options for charitable giving, as well… Read...
View ArticleHow to Build Significant Wealth
Are you taking these steps to build your wealth? Find out some simple ways you can make your money grow, whether you’re still working or have retired and want to preserve your… Read more The post How...
View ArticleStrategies for Playing Catch-up in Retirement
Only 60% of those ages 55-64 have a retirement plan.1 A lot of people will have to play catch-up when it comes to saving for retirement. Find out how to calculate your… Read more The post Strategies...
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