Now that the $1.9 trillion stimulus plan is a done deal, there are rumblings that the Biden administration’s next move will be a big tax increase.  IRA expert Ed Slott says that we control our tax rate - is this possible?  

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Tax changes are on the way, what does that mean for you? Is there anything we can do right now to better position ourselves for what I think most of us assume will be higher taxes in one form or another? Kevin discusses President Biden's potential tax changes/hikes and how inheritance tax may possibly be impacted as well. Hear how Kevin can help you prepare and protect your finances from Uncle Sam! 

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At least one Wall Street forecaster is warning that 2021 could bring a return of rising inflation rates.  So, what does that actually mean for us?  Is it something we should be accounting for in our retirement planning? Kevin explains how he can make your portfolio inflation proof! 

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What potential tax changes does President  Biden have up his sleeve and how will it impact you? Your money? Your financial future? Kevin discusses!   

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Forbes talks about something they called a “Rich Person’s Roth.”  Turns out, it wasn’t a Roth at all – it was a way of using life insurance to help fund retirement.  Kevin discusses how this could be a tool you could use to build your retirement income. Then, whats the difference between a“financial advisors” and “retirement financial advisors” ?   

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A new year brings the threat of new problems – created by Congress.  Morningstar asked IRA expert Ed Slott says we need to be worried about a tax increase.  Hear Kevin discuss tools and strategies to protect your retirement accounts from potential tax increases, inflation and more.  

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Weather we like it or not, taxes and fees are a part of nearly every financial transaction. Take a look at your last cell phone bill, do you see the list of fee’s and random taxes that you are paying? How can we protect ourselves against this trap? Oh, and what’s that “A” word everyone talks about in retirement planning and how can it help YOU? Kevin explains in this week’s episode! 

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When you meet with Kevin, he'll walk you through the planning process he has been using for 30+ years - the pillar planning process and show you how he can make your retirement plan strong, stress free and everything you want it to be! 

1. INCOME PLANNING
2. PLANNING
3. TAX PLANNING
4. HEALTHCARE PLANNING
5. LEGACY PLANNING
6. LEGAL PLANNING

Call Kevin today, schedule a complimentary portfolio review, and let Kevin test your portfolio with his 6 pillar process! 

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When it comes to your retirement, you literally can’t afford to make mistakes. Some common mistakes include relying solely on social security to support you in retirement, not signing up for Medicare on time and failing to take RMD’s on time to name a few. In today’s podcast, we discuss 7 mistakes that you can avoid that could cost you big time!  

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A story on Fox Business had an interesting take on estate planning.  It said your legacy isn’t just the money and assets you leave behind – it should also be an effort to leave your family “intact as allies, instead of adversaries.” 

Kevin explains how his 6 pillar planning process and how it can help create a full blown customized plan to prepare your income plan, tax plan, healthcare plan and your estate plan!  

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