Richard Warner of Warner Financial Solutions discusses some odd-ball requests that celebrities made in their wills and notes some of the biggest mistakes he has seen people make. Richard emphasizes the importance of designating the correct beneficiaries for different accounts and how having a set plan post-mortem gives someone much more control of their legacy and makes things easier on their heirs. Richard explains how attorneys can help with wills and trusts and why probate can be costly. And Richard shares how he is far too busy this summer to go cool off in the pool.

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Richard Warner of Warner Financial Solutions relates washing one’s hands after going to the bathroom to how someone should not leave their retirement plan on autopilot. Richard explains how even new cars need maintenance and retirement plans that may have worked well 20 years or even five years ago need check-ups to see if they will last past someone’s death. Richard says that people should meet with their advisors at least once a year and more often, if they are taking in more from their accounts. And Richard shares how baseball coaching has kept him busy outside of the office.

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Richard Warner talks about a recent study of 1,000 Americans that showed nearly two-thirds of them fearing going broke more than dying. Richard shares how that has been his experience when he talks to different people and why having a plan can help people cope. Richard explains how people often have more assets than they realize and that even if they don’t, proper planning can go a long way to helping people get to the finish line in a better way. Richard also talks about how his background as a coach does and does not influence how he watches Major League Baseball games.

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Richard Warner discusses pranks, including a famous one pulled on QB Shedeur Sanders, and then transition to how susceptible people can be to scams. Richard explains how one scammer posed as a U.S. Marshal and took someone he knew for a lot of money. Richard shares things to look out for and the likely official ways that entities will communicate with people. Richard also shares how an advisor is willing to help people have a second look at things they see that could be fishy.

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Richard Warner talks about how annuities have gotten a bad name and how different kinds of annuities have become a lot more beneficial in recent years. Richard also explains how qualified and non-qualified money fit into different annuities and how people need to make plans with this in mind, so their tax burden is not too high. And Richard discusses his favorite MLB relievers over time.

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Richard Warner discusses the different facets of tax strategizing. Richard explains how tax prep season may be in the first of the year, but that setting up strategies that increase tax efficiency should be on people’s minds all the time. Richard also shares the pitfalls of waiting to get tax-compliant until late in the year and how the future generation can be left with a “tax bomb” without a proper strategy beforehand. Richard also talks about some long days traveling to away games as a baseball coach.

Book your complimentary appointment with Richard and the team at warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

The Warner Financial Solutions team is holding educational events on 4/29 and 5/1. Call the office to learn more and we hope to see you there!

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Richard Warner talks about a touchy subject: legacy planning. Richard shares four things people need to consider when trying to have things told their way, post-mortem: misjudging how much money they will have left, updating their beneficiaries, the tax consequences to their beneficiaries, and where they want to place charitable donations. Richard unpacks each subject and discusses how a financial advisor can shepherd these tough conversations.

Book your complimentary appointment with Richard and the team at WarnerFinancialSolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Richard Warner discusses Gene Hackman’s and his wife’s deaths and how those are reminders of the importance of long-term care. Richard discusses the importance of setting up check-ins with people and getting a plan in place before one’s health fails. Then Richard shares what qualifies as long-term care, the trickiness of long-term care insurance, and ways to pay for long-term care with other plans. Richard also shares his excitement about the start of the baseball season.

Book your complimentary appointment with Richard and the team at WarnerFinancialSolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Richard Warner gives the ins and outs on Roth IRAs. Richard defines what they are, whether or not they have contribution limits, and why paying taxes now is better than in the future. Richard explains how conversions to Roths from 401(k)s or IRAs work and the importance of having an advisor to walk someone through what can be a tricky process. Richard also warns about penalties if someone takes a misstep in converting to a Roth.

Book your complimentary appointment with Richard and the team at WarnerFinancialSolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Richard Warner discusses RMDs and explains what they are, the types of accounts to which they apply, the ages retirees have to take them, and how much money people have to withdraw. Richard also shares how some people have no idea that they eventually have to withdraw from certain retirement accounts and that they have to pay taxes. Richard also talks about how the baseball team he coaches practices in the cold Nebraska winter.

Join the Warner Financial team for dinner seminars on taxes and Social Security on February 25th and 27th in Omaha, Nebraska. Call 402-274-9185 to learn more.

Book your complimentary appointment with Richard and the team at warnerfinancialsolutions.com

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