This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about pulling the trigger on harvesting by selling positions that will help you save on taxes either by selling winners or losers depending on your situation and the existing gains or losses you already have.

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about the other side of the coin from yesterday’s episode, which is reviewing your losses. Go back to yesterday’s episode if you missed it.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting

Today, I’m talking about step 2, which is reviewing your gains and income.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting.

Today, we’re diving into step 1, which is identifying if you’re a good candidate & identifying the right accounts

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing over $340 million in client assets. 

On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, stick around this week as I talk about: 

Tax Harvesting: A Guide To Reduce Your Tax Bill

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: Buy Long Term Care Insurance or Self Insure?

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure?

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure?

Today, I’m talking about considering a hybrid policy that combines long-term care insurance and life insurance, so you don’t have the “use it or lose it” problem.

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure?

Today, I’m talking about how you can customize a long term care policy for your budget…

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure?

Today, I’m talking about when you should look seriously at buying a long-term care policy