America's Retirement Headquarters

We hope you've been able to stay warm (and safe) this winter, thanks to proper storm preparation.  This week, Nolan and Scott talk about things that can be done to prepare for the financial blizzard that could be coming in retirement.  

Start creating your all-weather portfolio today at https://americasretirementheadquarters.com/

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We've all heard the term "rebalancing your portfolio," but... what is it?  How do we do it, and how often?  Nolan and Scott break it all down in this episode. Set up a time to speak with the team at https://americasretirementheadquarters.com/

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It's not an easy discussion to have, but it's an extremely important one: what do your loved ones do after you're gone?  This week, Scott and special guest Sam tell their stories, and highlight the need for estate planning.

Get your copy of the Ultimate Estate Planning Guide at https://americasretirementheadquarters.com/

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Even though the calendar has already switched over, there's still time to make contributions to your Roth IRA to reflect on your 2021 taxes.  Chaz and Scott discuss how (and how much) on this episode. Develop your tax strategy for all the years you'll spend in retirement at https://americasretirementheadquarters.com/

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While everyone's plan in retirement will vary, there's one thing that is universal: the desire to know that you'll be okay.  And for a lot of people, that boils down to seeing a "magic number" in their accounts.  This week, Nolan and Scott Osborn talk about how to figure out what that number is (surprise: it's different for everyone!).

Start the path to retirement confidence today at https://americasretirementheadquarters.com/

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Nolan and Chaz discuss the strategies the team at America's Retirement Headquarters utilize with their clients when it comes to building an maintaining portfolios.

Start your new year off on the right financial path by scheduling an appointment at https://americasretirementheadquarters.com/

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When the government began taxing Social Security in the 80s, it only affected about one out of every ten recipients.  Today, the number is closer to one out of every two.  Its one thing to know that taxes are probable, it's another to find ways to minimize/relieve those tax obligations all together.  On this episode, Scott and Chaz Price talk about what you need to know and what you should do.

Go to https://americasretirementheadquarters.com/ today to schedule a time to start planning for your retirement.

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With over 50 years of combined industry experience, the team at America's Retirement Headquarters has helped a wide variety of people get to and through retirement.  This week, Nolan and Scott discuss the 10 biggest mistakes they've seen people make and discuss how they can be avoided.

Step 1: reach out to them to start your plan at https://americasretirementheadquarters.com/

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As we prepare to enter into the final month of 2021, there are several things that we can and should do to set us up for a better 2022 and beyond... especially when it comes to taxes.  Nolan and Scott go over what you need to do to get ready.

A good first step?  Schedule a time to speak with them at https://americasretirementheadquarters.com/

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There's still time (but not much) to make changes to your Medicare plan for 2022 during the Annual Election Period.  Scott talks about what you need to do before the December 7th deadline, and also what you should be doing even if you're not even Medicare eligible  yet.

Schedule a time to review your options today at https://www.americasmedicareassociates.com/

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