Some of the ideas seem basic, yet many of us often neglect these simple things. Abe talks about the steps you can take to work on improving your financial position in the new year. Plus, some are hinting at another age raise on RMDs this year. What can you do now to prepare?

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The question we all want answered depends on these 3 basic factors. Abe talks about how to prepare. Plus, what is it about the month of November that tells us if more market gains are on the way?

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From the crash in March to the highs by year’s end, we’ve seen about a decade's worth of price swings crammed into half a year! Abe talks about how to prevent falling into the common buy/sell patterns of a volatile market. Plus, why many are financially optimistic for the new year.

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A survey found that the average baby boomer has $920,000 saved for retirement, but expects to spend about $135,000 a year in retirement.  At that rate, you’ll run out of money after 7 years. Abe talks about ways to work on your income versus spending plan. Plus, retirees considering a financial adviser say these are the top issues they want professional help with.

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We all cheer with glee that the political ads have stopped! But with all of the recent attention on the election, you might have missed the news that Congress is considering another retirement bill. Abe explains in simple terms what the “Securing a Strong Retirement Act of 2020” legislation means, and how it could impact your required minimum distributions. Plus, an eye-opening yet positive story concerning the fear many have about running out of money.

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As we wrap up 2020, many are not only happy this year will be over… But thankful to see how well our investment accounts bounced back from the market crash in February!  However, some of the investing gurus say we still haven’t fully recovered from the economic impact of the pandemic that caused the crash. Today Abe answers a question many baby boomers are wondering: Do we need to re-think our portfolio and retirement before 2021?

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People often assume they’re diversified because they own something like an S&P 500 index fund. But all that means is that your stock holdings are diversified – Not your overall portfolio. Abe explains the BIG difference, and how he and the team recently helped a couple become better diversified with their investments and ultimately have a more positive outlook about their future. Plus, how to find the positives about your retirement by creating goals and a plan!

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After Abe clarifies why you need to revisit the taxes you pay on your portfolio before the end of 2020, we dive into the reality of what to consider when facing a forced early retirement. Yes. We’ve been through economic downturns in this country, but there’s something unusual about this one: Unlike previous downturns, the unemployment rate is now higher among older workers. Abe explains how he’s seen this become a harsh reality, and more importantly how he and the team help people like you navigate your way through the BIG decision: Can you retire?     

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One of the biggest news stories has been the claim that over the last 10 years President Trump paid little, or no, taxes. It’s well known that ultra-wealthy Americans have legal ways of reducing the amount they pay in taxes. If you’re part of the middle class and wondering what you’re doing wrong, this episode is for you! Abe uncovers what all of this REALLY means, and how to find out if you’re able to legally lower the taxes on your portfolio. Plus, a helpful reminder to double check the fees that you’re paying on your retirement accounts.

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We all have our own view of how we’d like to see the election end up in November. Many Americans are nervous about how the results will impact wall street, main street and our taxes. In other words… our entire bottom line! Abe explains how he and the team are helping people make calm proactive decisions, and what you should consider for the future of YOUR retirement. This episode is focused on what you CAN control… in addition to your vote! 

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