Navigating Retirement

On this edition of Navigating Retirement, Rick Durkee continues his overview and explanation of annuities, detailing the different types, their benefits and drawbacks, and commonly asked questions. Visit www.CFPGroup.com for the complete series or for more resources for your financial and retirement planning.

In this edition of Navigating Retirement Rick Durkee his overview  and education of annuities.  He discusses the different kinds and the pros and cons.

In this edition of Navigating Retirement Rick Durkee his overview  and education of annuities.  He discusses the different kinds and the pros and cons.

In this edition of Navigating Retirement Rick Durkee gives an introduction and overview to annuities.  Annuities are just one potential tool to be considered when planning for retirement.

Rick Durkee and special guests continue their discussions of the changes to America's healthcare laws and healthcare coverage under the new rules of the American Rescue Plan Act.

Rick Durkee and special guests continue their discussions of the changes to America's healthcare laws and healthcare coverage under the new rules of the American Rescue Plan Act.

Rick Durkee and special guests continue their discussions of the changes to America's healthcare laws and healthcare coverage under the new rules of the American Rescue Plan Act.

The American Rescue Plan Act (ARPA) changed the way many Americans may choose to acquire their healthcare coverage, but this is not being discussed in the main stream news.  Rick Durkee brings on special guests to discuss and disclose the details of these new laws.

ROTH CONVERSION OPPORTUNITIES – If tax laws reverse over time and start climbing higher, it will likely affect those with larger retirement accounts and income disproportionately. Tune in to learn more on Navigating Retirement as Rick Durkee discusses tax-deferral & it’s consequences, tax-free income, & Roth IRA’s.

LAST MINUTE TAX MOVES – Understanding how tax brackets work and where you fall into them is essential in making good tax decisions. On this week’s episode of Navigating Retirement, Rick Durkee talks strategy and some last-minute tax moves to consider that can substantially lower your bill.