The time has come to be sure you are taking advantage of all of the tax planning opportunities that you can. Listen to my podcast and learn more about the crucial moves to make now!

Thank you for listening,

Eric

Do you know if you have saved enough for your retirement, income strategy, and have you ever had it assessed for weak spots? When you stop working and enter retirement, you essentially are unemployed. The #1 biggest fear is running out of money, but if you feel you have saved enough, why worry? Right?  You could be wrong! Listen to my podcast and learn more! 

Thank you for listening!

Eric

Many people have opinions on money, but are they educated enough to give you the proper advice? In a recent study, they found that 4 out of 7 people are financially illiterate. It's almost scary to think that many of these same 4 people give their financial opinions! Listen to my podcast and learn how to increase your financial literacy! It's important to learn how to properly plan your finances. What you don't know can hurt you!

Take care,

Eric

You have to factor in many things when you think about your retirement planning. Things like housing, utilities, food,, healthcare, entertainment, travel, and savings come to mind, but what about the unknowns? For instance, did you have a plan for the COVID-19 shutdown? There are a lot of unknowns in the financial planning world. Learn how to plan for the worst and not mess with your plan.

Have a great week,

Eric

At the end of each year, savvy investors will review their income and taxes, as well as their investments to ensure they are in line to pay only their fair share of taxes. Do you know what the heck you should be looking for? With approaching tax law changes, it's crucial to have a plan. Listen to my podcast and learn more now!

Thank you for listening!

Eric

Our national debt is on track to pass $30 Trillion. If that doesn't scare most Americans, I don't know what will. How will we fix this? Listen to my podcast to learn more about our economy, me and how to plan for retirement.

Have a great week,

Eric

Regardless what is happening in the government or economy today, you need to have a plan. Do you know what it takes to retire and STAY retired in today's world? Listen to my podcast and learn more.

Best regards,

Eric

Required Minimum Distribution time is upon us, as is the Medicare open enrollment. This is an important time to make sure you take care of all of the little details. Listen to my podcast and learn what actions you need to take...and why.

Thank you for your listenership!

Eric

With the looming tax changes from the current administration, there are a lot of questions swirling about how and when it will affect you. Time is running out to protect your hard-earned savings and taking too much time trying to figure it all out could be damaging to your retirement plan. Listen to my podcast and learn how to protect yourself now! 

Thanks for listening!

Eric

When it comes to retirement, there is a lot that you know, but do you know what your "bad habits" are? Identifying your bad habits is key, but taking action is more crucial. Listen to my podcast and learn how to avoid risks to your retirement.

Thanks for listening!

Eric