Annuities comes to a close with our last myth. This week we cover care and how this tool can help you solve the care piece of your retirement.

Three takeaways:

• What Care Looks Like

• Long Term Care Events

• Busting the Last Myth

We continue with our myth busting of annuities and we also touch on the confusion around different types of tools and how they work when it comes to taxes.

Three takeaways:

• Tool vs. Taxes

• Insurance Company Myth

• Re-creating Income Myth

We continue with our myth busting of annuities. There are many opinions when it comes to using this tool in your retirement. We are here to take some of those myths and see how we can come to different conclusions, so you might get a different perspective.

Three takeaways:

• Fixed Income Sub

• Higher Upside Potential

• Busting Myths 3 & 4

The world of annuities is a bit of a mystery. They can be used in different ways and we get many questions when it comes to this tool. This month we will focus on the many things we hear about annuities and “bust” some of those ideas in order to get down to how they can be used in retirement.

Three takeaways:

• Understanding Annuities

• Myths You Have Heard

• Busting the Myths

We have many clients who want to give some of their legacy to charity. How can giving to a philanthropy benefit you now?

Three takeaways:

• Charitable Giving

• Benefit While Living

• Let It Grow

Wouldn’t it be nice to have more money in your pocket and not give it all over to the IRS? This episode discusses how to be aware of the types of accounts you own and what it does to your income, to be able to be more tax efficient.

Three takeaways:

• Mutual Funds

• Re-investment

• Convert taxable $

It takes planning when it comes to taxes. When your life changes, it can take even more planning. No one who is married wants to think about losing a spouse, but when your life situation changes, taxes need adjusting.

Three takeaways:

• Life Changes

• MFJ vs SF

• Tax Rate Changing

When it comes to traveling this year things have been tough. Trips have gotten moved further out and some never even happened we couldn’t get to the places we wanted to go. We know many of you have been dreaming about traveling, so here are some top spots that are recommended now that we can go again.

Three takeaways:

• Local and World

• Weekend Getaway

• Family

The price of good and services has gone up since January. Inflation can be a risk to your retirement. It is good to take a look at this in within the scope of your entire retirement plan. Join us this episode as we discuss ideas for how to deal with inflation.

Three takeaways:

• Grocery Bill

• Ideas

• Standing to Lose